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Allvet Financial

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Client assets under management

$1,266,880

Clients

117

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

59

Typical

Average account size

$10,828

About

Allvet Financial serves individual clients, with a client base that does not emphasize high-net-worth households, and provides discretionary asset management together with ongoing financial planning and consulting. Offerings include portfolio oversight using mutual funds and exchange-traded funds and integrated student loan repayment planning as part of comprehensive financial plans.

The firm generally follows passive, buy-and-hold strategies informed by modern portfolio theory and uses discretionary trading authority to implement asset allocation, rebalancing, and tax-loss harvesting where appropriate. Account reviews are performed at least annually (and more frequently as market conditions dictate), and the firm emphasizes long-term planning and discourages short-term market timing.

What sets the firm apart is its practitioner-oriented niche: leadership and staff have veterinary backgrounds and hold certifications related to student loan advising and financial counseling, which shapes a focus on veterinary professionals and student loan issues. The firm manages a relatively modest asset base across a larger roster of individual clients, offers recurring planning subscriptions, and discloses outside student loan consulting activities that are mitigated through policies and fiduciary obligations.

Client services

Financial planning Portfolio management

Expertise

Student loan debt College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning

Occupation focus

Veterinarian

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Fee options

Percentage

0.50% annually

Other

Fee-only: Monthly recurring fees from $149 to $399 for financial planning and consulting

Main office location

Allvet Financial

Manakin Sabot VA, United States

Number of offices

2

Most active in

More info

California · Colorado · Connecticut · Florida · Louisiana · Minnesota · New York · North Carolina · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website (804) 201-4615

Advisors at this firm

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user avatar

Meredith J

Series 65

Manakin Sabot, VA

Allvet Financial

Meredith Jones is a financial advisor at Allvet Financial with a Series 65 designation and three years of industry experience. She previously worked at Student Loan Planner, SLP Wealth, and Vincere Wealth Management, among other roles. Outside of her advisory duties, she operates Dr. Meredith Jones, LLC, where she performs speaking engagements, consulting, and content creation. Allvet Financial is a fee-only registered investment adviser specializing in financial planning and investment management for veterinarians and students. The firm emphasizes passive portfolio construction and integrates planning areas such as cash flow, retirement, business, and student loan strategies.

Student loan debt College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning Veterinarian
user avatar

Joseph W

Series 65

Manakin Sabot, VA

Allvet Financial

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 credential. He has held various roles since 2016, including recent experience with Dr. Meredith Jones, LLC, where he provides student loan consulting. Outside of his advisory work, he co-owns a property management company. Allvet Financial is a fee-only registered investment adviser specializing in financial planning and discretionary investment management for veterinarians and students. The firm emphasizes asset allocation and passive portfolio construction, integrating planning areas such as cash flow, retirement, business, and student loan strategies.

Student loan debt College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning Veterinarian
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