Paul Broomell
Vantus Wealth · Lancaster, Pennsylvania
Paul Broomell is a fee-only financial advisor at Vantus Wealth in Lancaster, Pennsylvania. Paul focuses on founders (pre-exit), small business owners and physicians & residents. Vantus Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
- Retirees
- Multi-generational families
Facts
| Firm | Vantus Wealth |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $439.8M across 2,368 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 6265332 |
| Exams passed | Series 66 (2015) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.vantuswealth.com |
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Questions about Paul
Is Paul Broomell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Vantus Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Vantus Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Broomell based?
Paul Broomell is based in Lancaster, Pennsylvania.
What does Paul specialize in?
Paul's specialties include founders (pre-exit), small business owners, physicians & residents, retirement planning and family wealth transfer. Paul works with founders, physicians, retirees and multi-generational families.
Is Paul Broomell registered with the SEC?
Yes. Paul Broomell is registered as an investment adviser representative in PA and TX (CRD 6265332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vantus Wealth manage?
Vantus Wealth reports $439.8M across 2,368 accounts in assets under management.
How do I contact Paul Broomell?
Through Paul's website, www.vantuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Vantus Wealth 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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