Beacon Veterinary Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Veterinary Wealth provides investment management, written financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm also offers educational seminars and speaking engagements on financial topics for groups and organizations.
BVW operates as a fee-only adviser and typically manages client portfolios on a discretionary basis using asset-allocation models that blend passive and active strategies and may include mutual funds, ETFs, stocks, bonds, and a focused allocation to Bitcoin. The firm may recommend or retain independent outside managers, subscribes to model portfolios through the Altruist Model Marketplace, and delivers financial-planning work product in the form of written reports under recurring fixed-fee engagements.
What is distinctive in the brochure is the combination of services that are atypical for similar firms: recurring fixed-fee financial planning, ongoing retirement-plan consulting/management with ERISA fiduciary considerations, and paid public seminars. The firm also requires clients to establish accounts on the Altruist custody platform for execution, limits its digital-asset advice to Bitcoin, and discloses that it does not offer performance-based fee arrangements or private-fund advisory services.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.65% $4,000,001+: 0.50%
Fee-only: Financial Planning fees range from $200 to $600 per month, paid monthly in advance, negotiable.
Main office
Brentwood CA
Advisors at this office
1
Most active in
California
Also doing business as
Beacon Veterinary Wealth · Vet Fa LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")