# Weston Haaf

> Weston Haaf is a fee-only financial advisor at Vantage Wealth Management in Sunnyvale, Texas, who holds the CFP credential. Vantage Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/weston-haaf/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vantage Wealth Management
- **Based in:** Sunnyvale, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $54.2M across 98 accounts
- **Credentials:** CFP
- **CRD:** 6105040 (https://adviserinfo.sec.gov/individual/summary/6105040)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2012), Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.vantagewm.com/

## Frequently asked questions

### Is Weston Haaf a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Weston holds no broker registration, and Vantage Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Weston charge for financial advice?

Weston's firm, Vantage Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Weston Haaf based?

Weston Haaf is based in Sunnyvale, Texas.

### What credentials does Weston Haaf hold?

Weston Haaf holds the CFP credential.

### Is Weston Haaf registered with the SEC?

Yes. Weston Haaf is registered as an investment adviser representative in TX (CRD 6105040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vantage Wealth Management manage?

Vantage Wealth Management reports $54.2M across 98 accounts in assets under management.

### How do I contact Weston Haaf?

Through Weston's website, www.vantagewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6105040): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.