Weston Haaf
Vantage Wealth Management · Sunnyvale, Texas
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.
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Facts
| Firm | Vantage Wealth Management |
|---|---|
| Based in | Sunnyvale, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $54.2M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6105040 |
| Exams passed | Series 63 (2012) · Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vantagewm.com |
| Profile |
How Weston's firm compares
- Vantage Wealth Management's average account is about $553,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Weston
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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
- 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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