VetWorth is a registered investment advisor that specializes in providing personalized, tax-focused financial planning and investment management. Founded in 2019 and based in Peachtree City, Georgia, VetWorth primarily serves individuals, families, businesses, and estates, with a special emphasis on professionals in the veterinary community. VetWorth operates on a retainer model and is legally required to act in your best interest. The firm focuses on passive investment strategies, utilizing low-cost mutual funds and exchange-traded funds to build diversified portfolios tailored to each client's specific goals and tax considerations. VetWorth offers a Comprehensive Financial Planning Package that combines ongoing financial planning and investment management, though clients can also choose to receive ongoing financial planning without investment management. VetWorth does not accept commissions or referral fees from third parties.
Fee Structure
VetWorth includes investment management as part of its Comprehensive Financial Planning Package. The firm does not charge fees based on a percentage of the value of your portfolio or require you to move your investments to them. Instead, investment management is covered under the firm's fixed annual retainer fee structure.
