Veteran Wealth Planning

Overview

Veteran Wealth Planning is a small, independent registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm operates as a fee-based planner and portfolio manager, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Its advisory services emphasize tailored financial planning, discretionary portfolio management for individuals and small businesses, and client education through newsletters and workshops. Portfolio construction appears to prioritize pooled public vehicles as the core building blocks, while selectively layering in insurance products and private-market allocations for clients who qualify. The firm does not characterize itself as an ESG investor and maintains a single-state, boutique operating model. Given the client profile and service mix, investment decisions are likely driven by household-level planning objectives—income generation, retirement cash flow, and tax-aware allocation—rather than broad institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices