Vetter Planning fees
Financial planner in Randolph, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Vetter Planning (Randolph, NJ) charges a flat or project fee of $3,000-$12,000 and a monthly fee of $200-$1,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change.
- Flat or project fee
- $3,000-
$12,000 Runs from below the New Jersey median of $4,750 to above it.
“This service is done on a fixed fee basis, and can range from $3,000-$12,000 per plan.”
- Monthly fee
- $200-
$1,500/mo “To do this, we assess a monthly fee ranging from $200-$1,500, paid in advance each month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Vetter Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be announced in advance of the workshop and will be determined by the length of the event, the number and expertise of the presenters involved, in addition to whether or not educational materials are being provided.”
- “Depending on the third-party manager used fees may be billed in advance or in arrears.”
- “Termination of Services F financial Planning services may be terminated with written notice at least 30 calendar days in advance.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 59
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $41.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 13, 2026
- CRD number
- 281856 (opens in new tab)
- Phone
- (973) 638-2508
Registered in 2 states: New Jersey, New York
Other planners in Randolph that publish fees
- Calrivan Wealth ManagementRandolphHourly $250/hr, Flat $1,200-$3,500
More planners in New Jersey that publish fees
- Breakwater Capital GroupParamusHourly up to $500/hr, Flat $5,000-$20,000
- Concierge Financial Planning, LLCMargate CityFlat $4,000-$6,000
- Team Financial PlanningUnionHourly $400/hr, Flat $3,000-$10,000
- KAI AdvisorsPrinceton JctHourly up to $300/hr, Flat $2,000-$15,000
- CNIV Financial Planning LLCMarlboroHourly $250/hr
- Modera Wealth Management, LLCWestwoodFlat from $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.