Advisory services are provided by Finance.vet LLC, an SEC-registered investment adviser. Finance.vet LLC's internet-based advisory services are designed to help clients work toward discrete financial goals discussed in the platform. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and may not incorporate specific investments or accounts held outside Finance.vet.
Investment advisory services are optional and provided at no advisory fee to veteran members in partner-funded programs. You are not required to use advisory services to access planning tools or advocate support. If you invest in managed portfolios, you pay only ETF expense ratios embedded in fund holdings—not advisory fees to Finance.vet LLC. Conflicts and services are described in our Form ADV (available at adviserinfo.sec.gov) and applicable client agreements.
Cash, brokerage, and Roth IRA accounts are opened and held at Altruist, a FINRA/SIPC member broker-dealer, through a platform connection when available. Finance.vet LLC is not a bank. Altruist account terms, fees, and insurance coverage apply per Altruist disclosures.
Finance.vet LLC is not a tax advisor, attorney, or VA-accredited claims representative. Nothing on this site is tax or legal advice, and we do not file or appeal VA disability claims on your behalf.