Advisor at Vantage Wealth Management LLC
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.
Firm
Vantage Wealth Management LLC
Location
Corvallis, OR 97333
Credentials
Series 63, Series 65
Industry experience
20 years
Brian Donne is a financial advisor at Vantage Wealth Management LLC in Corvallis, OR, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated the Brian Donne Insurance Agency LLC for 16 years. Donne serves as a board member for Calvary Corvallis, a nonprofit church, where he helps oversee the budget and participates in monthly meetings. Vantage Wealth Management LLC manages approximately $48.6 million in assets and serves individuals, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, using a blend of technical, fundamental, and cyclical analysis alongside modern portfolio theory.
Based on Vantage Wealth Management LLC
Based on Vantage Wealth Management LLC
$1,000 - $350,000: 1.30% $350,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Insurance commissions earned by persons providing investment advice who are licensed insurance agents, separate from advisory fees.
$200 per hour for financial planning and consulting services
Account minimum: $1,000
545 2 Nd Street, Suite D
Corvallis, OR 97333
Oregon · Washington
Vantage Wealth Management LLC
2023 - Present (3 years)
Vantage Wealth Management LLC
2022 - Present (4 years)
Brian Donne Insurance Agency LLC
2006 - 2022 (16 years)
Country Insurance & Financial Services
2003 - 2023 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Corvallis, OR
Thistle Wealth
Series 65
Albany, OR
Aumakua Capital Management LLC
CFA®
Albany, OR
Aumakua Capital Management LLC
Series 66
Corvallis, OR
The Freyr Group
CFP®, Series 66
Corvallis, OR
Vantage Wealth Management LLC
CFP®, Series 63, Series 66
Corvallis, OR
The Freyr Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")