Benson Mathews
Vantage Wealth Planning · Reno, Nevada
Benson Mathews is a fee-only financial advisor at Vantage Wealth Planning in Reno, Nevada, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, TX · CRD 4574483 |
| Exams passed | Series 63 (2015) · Series 66 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.vantagewealthplanning.com |
How Benson'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 Benson
Is Benson Mathews a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benson 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 Benson charge for financial advice?
Benson's firm, Vantage Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benson Mathews based?
Benson Mathews is based in Reno, Nevada.
What credentials does Benson Mathews hold?
Benson Mathews holds the CFP credential.
Is Benson Mathews registered with the SEC?
Yes. Benson Mathews is registered as an investment adviser representative in NV and TX (CRD 4574483), 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 Benson Mathews?
Through Benson'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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