Advisor at Vantage Wealth Management LLC
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Firm
Vantage Wealth Management LLC
Location
Corvallis, OR 97333
Credentials
CFP®, Series 66
Industry experience
14 years
Eric Cheney is a CFP® with 14 years of industry experience, currently serving as an advisor at Vantage Wealth Management LLC since 2024. He has also worked at Turman Financial Group, LLC since 2015. Cheney holds a life, health, and fixed insurance license obtained in 2011 and is a licensed independent insurance agent. Vantage Wealth Management LLC is a small advisory firm managing approximately $48.6 million in assets, serving individuals, charitable organizations, and businesses. The firm provides both discretionary and non-discretionary portfolio management and financial planning, utilizing 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
2024 - Present (2 years)
Turman Financial Group, LLC
2015 - Present (11 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
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Aumakua Capital Management LLC
CFA®
Albany, OR
Aumakua Capital Management LLC
Series 63, Series 65
Corvallis, OR
Vantage Wealth Management LLC
Series 66
Corvallis, OR
The Freyr Group
CFP®, Series 63, Series 66
Corvallis, OR
The Freyr Group
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