Vantage Wealth Planning

Vantage Wealth Planning (CRD# 173929) is a financial advisory firm headquartered in Reno, NV. They manage $169,747,735 in 663 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    663
    ACCOUNTS
  • Average Account Value
    $256,030
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
The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Vantage Wealth Planning
Showing 1 - 2 of 2 top financial advisors.
1
Benson P. Mathews
CRD#: 4574483
3748 Lakeside Dr., Suite 100, Reno, NV 89509

Benson Mathews (CRD# 4574483) is an Investment Advisor Representative working at Vantage Wealth Planning in Reno, NV and has over 14 years of experience in the finance industry.

2
Kyle R. McCann
CRD#: 5276018
3748 Lakeside Dr., Suite 100, Reno, NV 89509

Kyle McCann (CRD# 5276018) is an Investment Advisor Representative working at Vantage Wealth Planning in Reno, NV and has over 17 years of experience in the finance industry.

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