Vantage Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vantage Advisors provides financial planning and consulting to a mix of individual and institutional-type clients described in the brochure, including individuals, high-net-worth individuals, trusts, small business owners, employer‑sponsored retirement plans, and nonprofit foundations/charities. Services focus on developing written financial plans, recommending asset allocations, and providing guidance based on clients’ financial information and objectives.
The firm’s stated investment approach draws on fundamental analysis, modern portfolio theory, and quantitative techniques to construct long-term investment strategies and asset allocations. Advising is delivered on an hourly basis and the brochure specifies that the firm does not accept performance‑based fees, does not use third‑party subadvisers, and does not receive soft‑dollar benefits.
Notable distinctions from many investment-manager firms include a very small organizational structure with a single management person and an explicit lack of custody or discretionary trading authority over client accounts. The combination of an hourly, non‑asset‑based billing model, no outside sales compensation, and an expressed focus on employer plans and charitable clients is atypical for firms in the investment‑manager category and may affect how conflicts of interest and service scope are evaluated.
Client services
Expertise
Occupation focus
Fee options
Typically $250 per hour; specific rate established in advance and may vary depending on client's situation
Fee-only: $250 per hour (typical hourly rate for financial planning or consulting services)
Main office
Wayne PA
Advisors at this office
1
Most active in
Pennsylvania
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.
Forms ADV
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”)