Amy Nelson
Vantage Wealth Planning · Reno, Nevada
Amy Nelson is a fee-only financial advisor at Vantage Wealth Planning in Reno, Nevada. Vantage Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Vantage Wealth Planning |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $264.7M across 829 accounts |
| SEC registration | Investment adviser representative in NV · CRD 8001517 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.vantagewealthplanning.com |
| Profile |
How Amy's firm compares
- Vantage Wealth Planning's average account is about $319,000, from its Form ADV (assets managed divided by 829 accounts).
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Questions about Amy
Is Amy Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Vantage Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Vantage Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Nelson based?
Amy Nelson is based in Reno, Nevada.
Is Amy Nelson registered with the SEC?
Yes. Amy Nelson is registered as an investment adviser representative in NV (CRD 8001517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vantage Wealth Planning manage?
Vantage Wealth Planning reports $264.7M across 829 accounts in assets under management.
How do I contact Amy Nelson?
Through Amy's website, www.vantagewealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vantage Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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