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Vantage Wealth Planning

Headquartered in RENO, NV

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Firm Information

Vantage Wealth Planning is an investment advisor headquartered in Reno, Nevada. The firm has 2 investment advisor representatives and manages approximately $169,747,735 in assets for 663 clients. Vantage Wealth Planning offers financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

Vantage Wealth Planning

3748 LAKESIDE DR.

RENO, NV 89509

$169.75M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VANTAGE WEALTH PLANNING has a total of 1 branch locations across the country.
location

RENO, NV

Advisors at Vantage Wealth Planning

View All 2 Advisors
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Kyle R McCann

CFP®, RA

RENO, NV

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Amy Louise Nelson

RA

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Benson Patrick Mathews

CFP®, RA

RENO, NV

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Disclosures

There are no public disclosures for Vantage Wealth Planning.

Frequently Asked Questions (8)

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