Vantage Wealth Planning

Vantage Wealth Planning (CRD# 173929) is a financial advisory firm headquartered in Reno, NV. They manage $12,135,339 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $78,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Vantage Wealth Planning
Showing 1 - 2 of 2 top financial advisors.
1
Kyle R. McCann
CRD#: 5276018
1 E. Liberty Street, Suite 600, Reno, NV 89501
96
Wealthminder
score

Kyle McCann (CRD# 5276018) is an Investment Advisor Representative working at Vantage Wealth Planning in Reno, NV and has over 11 years of experience in the finance industry. Kyle McCann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benson P. Mathews
CRD#: 4574483
1 E. Liberty Street, Suite 600, Reno, NV 89501
84
Wealthminder
score

Benson Mathews (CRD# 4574483) is an Investment Advisor Representative working at Vantage Wealth Planning in Reno, NV and has over 8 years of experience in the finance industry. Benson Mathews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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