Vantage Wealth Planning

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Client assets under management

$250,790,286

Clients

398

25% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

133

Very High

Average account size

$630,126

About

Vantage Wealth Planning serves individual clients — including high‑net‑worth households — as well as business entities, charitable institutions, foundations, trusts and estates, managing roughly $265 million for about 398 client relationships. The firm provides fee‑only portfolio management on both discretionary and non‑discretionary bases and also offers standalone financial planning and consulting engagements.

Investment recommendations are tailored to each client’s stated objectives and typically allocate among mutual funds, ETFs, individual equities, bonds and cash, with ongoing monitoring of performance and asset allocation; the firm treats cash as an asset class and maintains specific procedures for cash sweep and money‑market placement to manage yield dispersion. Vantage generally recommends Charles Schwab for custody, offers an optional account aggregation and reporting service for a separate fee, and discloses the use of AI tools under a written policy — all AI outputs are reviewed by firm personnel prior to implementation.

Distinctive features include a formal AI governance framework with pre‑approval, vendor due diligence, and restrictions on sharing nonpublic data, together with unusually detailed cash‑sweep and cash‑management policies that address custodial sweep limitations. Operating with three advisors and approximately $265 million in discretionary AUM, the firm also discloses platform support received from custodians, the use of asset‑transfer authorizations to third parties, and a policy not to vote client proxies, matters that may affect custody and proxy handling relative to peers.

Client services

Financial planning Portfolio management

Expertise

Wealth management ESG / Sustainable investing

Fee options

Fixed

Financial planning and consulting fees generally range from $1,000 to $10,000 on a fixed fee basis.

Percentage

0.60% to 1.00%

Project-based

Financial planning and consulting services may be charged at $225 per hour.

Other

Fee-only: Investment advisory services provided on a fee-only basis.

Main office location

Vantage Wealth Planning

3748 Lakeside Dr., Suite 100

Reno NV 89509, United States

Number of offices

Most active in

California · Nevada · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 775-502-8484

Advisors at this firm

Kyle M

CFP®, Series 63, Series 65

Reno, NV

Vantage Wealth Planning

Kyle Mccann is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Vantage Wealth Planning in Reno, NV. He has been with KRM Wealth Management, LLC since 2015. Vantage Wealth Planning provides fee-only portfolio management and financial planning services to individuals, business entities, charitable institutions, foundations, trusts, and estates, working with both high-net-worth and non-HNW clients. The firm emphasizes asset allocation across various securities and includes cash as an asset class, offering optional account aggregation and comprehensive reporting services.

Wealth management ESG / Sustainable investing

Amy N

Series 65

Reno, NV

Vantage Wealth Planning

Amy Nelson is a financial advisor at Vantage Wealth Planning with one year of industry experience. She holds the Series 65 designation and previously worked at the University of Nevada, Reno for eight years. Vantage Wealth Planning serves individuals, business entities, charitable institutions, foundations, trusts, and estates, offering fee-only portfolio management and standalone financial planning. The firm focuses on diversified asset allocation, ongoing monitoring, and provides optional account aggregation and comprehensive reporting services.

Wealth management ESG / Sustainable investing

Benson M

CFP®, Series 63, Series 66

Reno, NV

Vantage Wealth Planning

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.

Wealth management ESG / Sustainable investing

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