Vetworth fees and pricing
Financial planner in Peachtree City, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Vetworth charges a flat or project fee of $750-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$2,000
“Our Comprehensive Financial Planning Package, which includes both investment management and ongoing comprehensive financial planning, may consist of an upfront fee of between $750-$2,000, at the discretion of the advisor, followed by an annual fixed-fee, paid either monthly or quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vetworth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and may be adjusted depending on increased complexity and/or the Client's specific financial situation.”
- “Fees are due monthly or quarterly, in advance.”
- “Fees are invoiced and may be paid by check or using a mutually agreeable method (EFT, credit card, online platform, etc.).”
How Vetworth’s fees compare
- Its flat or project fee of $750-$2,000 is below the Georgia median of $5,000. 14% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Peachtree City that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Vetworth
“FivePoints Financial Planning LLC dba VetWorth is a fee-only, independent firm that specializes in providing personalized, holistic, and tax-focused financial planning on a retainer model.”
- Principal: Andrew Langdon
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 18
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,294,914
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307007
- Phone
- (404) 907-0070
Can advise clients in 2 states: California, Georgia
Other planners in Peachtree City that publish fees
- Fapa Advisory Services Team (FAST)Peachtree City$200/hr, $1,900
- Osborne Financial Planning LLCPeachtree City$200/hr, $250
- Quigley Financial LLCPeachtree City$250-$300/hr, $3,000/yr
- Ridgeback Wealth ManagementPeachtree City$250/hr, $250-$333/mo
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.