Veterinary Financial Group (VFG LLC) provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. VFG LLC also refers clients to third-party investment managers (TPMs) and monitors their performance. VFG LLC receives referral fees from the TPMs. Daniel Joseph O'Toole is the principal owner.
Assets Under Management$15M
Clients99
Advisors1
Avg. per Client$150K
Avg. per Advisor$15M
Fee Structure
Veterinary Financial Group does not directly manage client investments. Instead, VFG LLC refers clients to third-party investment managers. The fees charged by these managers will be disclosed to you before you sign an agreement and are negotiable. VFG LLC receives a portion of the fees charged by the third-party manager for connecting you with them.
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