Vannoy Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vannoy Advisory Group serves individuals, high-net-worth clients, families and a range of other entities, offering ongoing financial planning and discretionary investment management as well as limited-scope, one-time planning engagements. The firm provides customized plans, implementation assistance, and coordination with other professionals to address cash flow, retirement, tax and estate-related planning needs.
The firm follows a long-term, buy-and-hold investment approach using diversified allocations to low-cost mutual funds, ETFs and ETNs, and it conducts regular monitoring, rebalancing and portfolio tax management (including tax-loss harvesting when appropriate). Client communication and reporting are supported through an online client dashboard, secure document vault and periodic review meetings to track goals and update plans.
Distinctive aspects include a small, family-owned advisory team that manages a substantial asset base across a relatively limited number of client relationships, indicating a more tailored service model than larger firms. Vannoy Advisory Group operates on a fee-only basis, relies on major discount broker custodians (and receives related non-cash benefits), does not take custody of client assets, and does not vote client proxies.
Client services
Expertise
Fee options
Flat fee for limited financial planning engagements, billed in thirds (deposit, during process, upon delivery)
$0 - $749,999.99: 0.85% $750,000 - $1,499,999.99: 0.65% $1,500,000 - $2,999,999.99: 0.30% $3,000,000+: 0.20%
$250 per hour for Lead Planners; $90 per hour for administrative work (for limited-scope financial planning engagements)
Minimum fee: Minimum quarterly fee of $1,500 for investment advisory services Fee-only: Fee-only financial planning and investment management firm; no commissions or sales-related compensation
Main office
5900 Balcones Drive, Suite 21610
Austin TX 78731
Advisors at this office
2
Most active in
Nevada · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Advisors at this firm
Neil V
CFP®, Series 63, Series 65, Series 66
Austin, TX
Vannoy Advisory Group, Inc.
Neil Vannoy is a CFP® professional with 19 years of industry experience, serving as an advisor at Vannoy Advisory Group, Inc. since 2007. He holds Series 63, 65, and 66 licenses and is based in Austin, TX. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm employs a long-term, buy-and-hold strategy using diversified, low-cost mutual funds, ETFs, and ETNs, supported by client communication tools like an online dashboard and secure document vault.
Simone V
Series 65
Austin, TX
Vannoy Advisory Group, Inc.
Simone Vannoy is a financial advisor at Vannoy Advisory Group, Inc. in Austin, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Vannoy Advisory Group since 2008. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm uses a long-term, buy-and-hold strategy focused on diversified, low-cost funds and provides customized plans along with ongoing client communication through an online portal and regular reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)