Vantage Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$250,790,286
Clients
398
Advisors
3
of 4 employees
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
Expertise
Fee options
Financial planning and consulting fees generally range from $1,000 to $10,000 on a fixed fee basis.
0.60% to 1.00%
Financial planning and consulting services may be charged at $225 per hour.
Fee-only: Investment advisory services provided on a fee-only basis.
Main office
3748 Lakeside Dr., Suite 100
Reno NV 89509
Advisors at this office
3
Most active in
California · Nevada · Texas
Also doing business as
Krm Wealth Management L.L.C. · Vantage Wealth Planning
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
Kyle M
CFP®, Series 63, Series 65
Reno, NV
Vantage Wealth Planning
Kyle Mccann is a CFP® professional with 17 years of industry experience, currently serving at Vantage Wealth Planning in Reno, NV. He has been with KRM Wealth Management, LLC since 2015. Vantage Wealth Planning manages approximately $265 million for nearly 400 clients, including high-net-worth individuals, business entities, and charitable organizations. The firm provides fee-only portfolio management and financial planning services, with a focus on tailored investment strategies and a formal AI governance framework.
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.
Benson M
CFP®, Series 63, Series 66
Reno, NV
Vantage Wealth Planning
Benson Mathews is a CFP® with 18 years of industry experience, currently serving as an advisor at Vantage Wealth Planning since 2017. His prior experience includes roles at TIAA-CREF, Charles Schwab, Cornerstone Advisors Inc., and Northwestern Mutual Investment Management. Vantage Wealth Planning serves individual clients, high-net-worth households, business entities, and charitable institutions, managing approximately $265 million across nearly 400 client relationships. The firm offers fee-only portfolio management and financial planning, utilizing tailored investment strategies that include mutual funds, ETFs, equities, bonds, and cash, and maintains formal policies for AI governance and cash management.
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”)