Vantus Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$312,371,279
Clients
980
Advisors
6
of 15 employees
About
Vantus Wealth is an SEC-registered advisory firm that serves individuals, high‑net‑worth clients, estates, trusts, retirement plans, and other institutional clients. The firm provides discretionary and non‑discretionary investment management, financial planning, consulting, legacy position management, and retirement‑plan fiduciary and administrative services.
The firm combines strategic and tactical asset allocation with active management and long‑term holding strategies, and it may recommend alternative investments where appropriate. Vantus implements portfolios directly and through unaffiliated third‑party money managers and a Turnkey Asset Management Program, and it uses Advyzon technology for account administration and quarterly performance reporting.
Distinctive for a five‑advisor team, Vantus manages a large client base (roughly 980 clients), resulting in nearly 200 clients per advisor, a client load that is uncommon among similar teams. The brochure also highlights the firm’s use of performance reporting tools and quarterly performance evaluations and notes recent additions of unaffiliated TPMMs and TAMP services as part of its expanded implementation options.
Client services
Expertise
Occupation focus
Fee options
Financial planning: One-time fixed fee, not to exceed $50,000
$0 - $250,000: 1.35% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
Consulting services: Up to $750 per hour; financial planning: up to $750 per hour
Financial planning ongoing fees, monthly or annual, up to $50,000 per year
Fee-only: Financial planning: One-time fixed fee up to $50,000; hourly fee up to $750/hour; ongoing fees up to $50,000 annually
Main office
415 North Prince Street, Suite 200
Lancaster PA 17603
Advisors at this office
6
Most active in
California · Delaware · Illinois · Maryland · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Roy Investment Advisors · Roy Investment Advisors, LLC · Vantus Wealth · Vantus Wealth LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Clinton S
Series 66
Lancaster, PA
Vantus Wealth
Clinton Simmons is a financial advisor at Vantus Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services and Wienken Advisors, Ltd. Outside of his advisory role, Simmons is a licensed independent insurance agent and a partner in an LLC that manages real estate. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, and fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.
Paul B
Series 66
Lancaster, PA
Vantus Wealth
Paul Broomell is a financial advisor at Vantus Wealth with 11 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, he is a licensed independent insurance agent, spending minimal hours weekly on this activity. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.
Gabriel S
Series 65
Lancaster, PA
Vantus Wealth
Gabriel Sedora is a financial advisor at Vantus Wealth in Lancaster, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Vantus Wealth, he worked at Liberty Financial Strategies, Red Lion Area School District, WEIS Markets, and Minor. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, consulting, and retirement-plan fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.
Allen C
Series 63, Series 65
Lancaster, PA
Vantus Wealth
Allen Carr Jr. is a financial advisor at Vantus Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for over three decades combined. Outside of financial advising, he serves as a committeeman for the Manheim Township Republican Committee. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan fiduciary services, utilizing a combination of asset allocation, active management, and third-party money manager strategies.
Andrew S
Series 63, Series 65
Lancaster, PA
Vantus Wealth
Andrew Sedora is a financial advisor at Vantus Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Ross Insurance. Outside of his advisory role, he coaches high school boys basketball in the Red Lion Area School District. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management along with financial planning and fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.
Jeffrey E
Series 63, Series 65
Lancaster, PA
Vantus Wealth
Jeffrey Emrich is a financial advisor with Vantus Wealth in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He worked at Mass Mutual Life Insurance Company and MML Investors Services from 2012 to 2025 before joining Vantus Wealth. Emrich is also a licensed independent insurance agent with minimal weekly hours dedicated to this activity. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and other institutional clients. The firm employs strategic and tactical asset allocation alongside active management and long-term holding strategies, offering both discretionary and non-discretionary services.
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