PlannerFees

Taxvet fees and pricing

Financial planner in San Jose, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 23, 2026, Taxvet charges $100 an hour, a monthly fee of $2⁠-⁠$45, and an annual fee of up to $549 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100/hr
“More complex filings will be charged $100.00/hour alongside any IRS Audit Representation or Tax Resolution services.”
Monthly fee
$2⁠-⁠$45/mo
“- Basic: $0/year Premium $129/year ($10.75/month) Pro: $549/year + $2/month per additional client past 10 clients ($45.75/month) TaxVet is subscribed to the Pro version of ProjectionLab.”
Annual fee
Up to $549/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Taxvet bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees will not be deducted from client assets and will only be billed for the service fees incurred.”
  • “Half of the fee is due before the engagement, and the other half will be invoiced the day of (no later than the conclusion of the seminar).”

How Taxvet’s fees compare

  • Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 17 other planners in San Jose that publish an hourly rate charge less.
  • Its annual fee of up to $549 is below the California median of $6,250. None of the 224 other California planners that publish an annual fee charge less.
  • None of the 5 other planners in San Jose that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Taxvet

“We provide wealth management services in the form of ongoing financial planning, tax planning, and investment analysis services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: EA.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342653
Website
thetaxvet.com (opens in new tab)
Phone
(408) 641-7657

Other planners in San Jose that publish fees

Compare all 33 planners in San Jose

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.