Veterinary Financial Group LLC fees and pricing
Financial planner in Williamston, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Veterinary Financial Group LLC charges $195 an hour and a flat or project fee of $795-$2,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $195/hr
“The hourly fee for these services is $195.”
- Flat or project fee
- $795-$2,250
“The fixed rate for creating client financial plans is between $795 and $2,250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veterinary Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee charged by each TPM will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Clients may terminate the agreement without penalty, for full refund of VFG LLC’s fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via check.”
How Veterinary Financial Group LLC’s fees compare
- Its hourly rate of $195 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $795-$2,250 is below the Michigan median of $3,250. 26% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Veterinary Financial Group LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 99
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $15,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311543
- Phone
- (517) 655-6200
Can advise clients in 4 states: Florida, Indiana, Michigan, Texas
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
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.