Vetoshko Wealth Management
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About
Vetoshko Wealth Management serves individual investors, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing wealth management and financial planning services. The firm offers ongoing investment management—on both discretionary and non-discretionary bases—and project-based financial planning, with coordination as requested with third‑party tax, legal, and insurance professionals.
The firm operates as a fee-only adviser and employs a mix of passive and active strategies guided by fundamental and charting analysis and modern portfolio theory, with the option to incorporate socially responsible (ESG) considerations on a client-by-client basis. Financial planning engagements result in a written plan covering topics such as net worth, cash flow, retirement, estate and college planning, and the firm limits cryptocurrency recommendations to custodian-available Bitcoin and Ethereum products rather than self-custodied digital assets.
Several features distinguish the firm from many peers in its regulatory cohort: it offers educational seminars and speaking engagements and makes planning available under fixed-fee and hourly project-based arrangements in addition to ongoing wealth management. The firm does not recommend or manage private funds, and its principal holds CFP® certification, which the firm cites in its code of ethics and professional standards.
Client services
Expertise
Fee options
Initial financial review fee of $1,250; Project-Based Financial Planning fixed fees range from $100 to $3,000; Educational Seminars fees range from $500 to $5,000 per seminar
$225 per hour for Project-Based Financial Planning
Minimum fee: Minimum $3,000 annually (ongoing fixed fee) Fee-only: Wealth Management services charged as ongoing fixed fee; Project-Based Financial Planning charged as fixed fees between $100 to $3,000 or hourly rate of $225
Main office
North Port FL
Advisors at this office
1
Most active in
Florida
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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