Vantage Wealth Planning

Vantage Wealth Planning at a glance

• One of 56 fee-only firms based in Nevada in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 4 employees and 398 individual clients, 99 of them high net worth.
• Its average account is about $319,000 (assets it manages divided by its 829 accounts).

Fee-only advisors in Nevada · What fee-only advisors charge in Nevada

Facts

Vantage Wealth Planning fees

Vantage Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Amy Nelson

• Benson Mathews

  CFP

• Kyle McCann

  CFP

Other fee-only firms in Reno

• Western Level Advisors
• Advowealth Advisors
• Alchemy Wealth Management
• Elevage Partners
• Firmament Financial
• GW Financial
• Hatchet Financial
• KMI Wealth Advisors

Fee-only advisors in Nevada