Vetworth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VetWorth serves individuals, families, trusts, businesses and estates, with a stated emphasis on clients in the veterinary community. The firm offers comprehensive financial planning, investment management and tax-focused planning, and coordinates with third‑party student‑loan specialists when requested.
The firm’s investment approach emphasizes strategic asset allocation, tax‑efficient asset location and primarily low‑cost passive funds and ETFs, reflecting a view that public markets are generally efficiently priced. Services are delivered through a personalized, ongoing retainer model and VetWorth does not require clients to transfer assets to the firm in order to receive planning.
Noteworthy for an independent, single‑advisor firm, VetWorth uses a fixed‑fee retainer structure rather than percentage‑of‑AUM billing and operates as a fee‑only fiduciary that accepts no commissions or third‑party compensation. The brochure also describes a relatively small client roster and one‑on‑one delivery model, and notes limited custodial arrangements solely to facilitate fee deduction and standing transfer authorizations.
Client services
Expertise
Occupation focus
Fee options
Fixed fee basis for Comprehensive Financial Planning Package including investment management and ongoing financial planning
Minimum fee: Upfront fee between $750-$2,000 (discretion of advisor) plus annual fixed fee paid monthly or quarterly; fee is negotiable and based on scope, size, and complexity of services Fee-only: Fixed fees only; no commissions or third-party compensation accepted
Main office
470 Commerce Drive
Peachtree City GA 30269
Advisors at this office
1
Most active in
California · Georgia · Texas
Also doing business as
Fivepoints Financial Planning · Fivepoints Financial Planning LLC · Vetworth
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
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