Benson Mathews
Advisor at Vantage Wealth Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vantage Wealth Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Reno, NV 89509
Credentials
CFP®, Series 63, Series 66
Industry experience
18 years
Benson Mathews is a CFP® professional with 18 years of industry experience, currently practicing at Vantage Wealth Planning since 2017. Prior to joining Vantage, he worked at TIAA-CREF from 2014 to 2017. Vantage Wealth Planning serves individuals, business entities, charitable institutions, foundations, trusts, and estates, providing fee-only portfolio management and standalone financial planning. The firm works with both high-net-worth and non-HNW clients, typically allocating assets among mutual funds, ETFs, individual equities, bonds, and other fixed-income securities, with ongoing monitoring and periodic reviews.
Financial planning and consulting fees generally range from $1,000 to $10,000 on a fixed fee basis.
0.60% to 1.00%
Financial planning and consulting services may be charged at $225 per hour.
Fee-only: Investment advisory services provided on a fee-only basis.
3748 Lakeside Dr., Suite 100
Reno, NV 89509
Nevada · Texas
Vantage Wealth Planning
2017 - Present (9 years)
TIAA-CREF
2014 - 2017 (3 years)
Tiaa
2014 - 2017 (3 years)
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Lawyer
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