Finance.vet is a registered investment advisor founded in 2026 and based in Celina, Texas, offering internet-based portfolio management primarily for U.S. veterans, military retirees, and military-connected families. The firm uses an exchange-traded fund-first approach, building and monitoring portfolios based on individual client goals, risk tolerance, and tax status. Clients grant Finance.vet the authority to make trades and rebalance portfolios without asking beforehand. In addition to discretionary investment management, Finance.vet operates a non-advisory educational technology platform offering tools on retirement readiness, budgeting, and government benefits. Portfolios are held and custodied at Altruist Financial.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Subject to a $500 annual minimum fee. If the Multi-Asset Maximum Income model is assigned, an additional model-manager fee of 0.15% per year applies. Fees and account minimums may be waived through eligible partner-funded arrangements.