A complete list of active advisors currently associated with Vantage Wealth Planning
Warmer can help you find a great advisor at Vantage Wealth Planning or one who fits your needs even better.
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.
To learn more about the advisors currently working at Vantage Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reno, NV
| 18
| |
Reno, NV
| 16
| |
Reno, NV
| 1
|
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