Vantus Wealth logo

Vantus Wealth

Updated today

Client assets under management

$312,371,279

Clients

980

14% high-net-worth

Advisors

5

of 15 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

196

Very High

Average account size

$318,746

About

Vantus Wealth advises individuals — including high net worth clients — and entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm provides personalized financial planning, discretionary and non‑discretionary portfolio management, and retirement‑plan advisory services (including assistance with 401(k) plan investment options).

Investment strategies are tailored to each client’s objectives and use fundamental analysis with a generally long‑term orientation, though shorter‑term trades may be employed as warranted. Portfolios draw from a broad menu of securities and vehicles — mutual funds, ETFs, individual equities, corporate and municipal bonds, REITs, private funds/alternative investments, annuities, closed‑end funds and structured notes — and Vantus Wealth may recommend external money managers for portions of client assets.

As disclosed in the brochure, Vantus Wealth had approximately $439.8 million in AUM and five advisors serving about 980 clients as of December 31, 2025, which implies a substantially higher client‑per‑advisor ratio than is typical for similar team firms. The firm also discloses performance results in its materials (an uncommon practice among peers) and documents its use of a custodial platform relationship with Schwab, including initial platform support, while noting that some advisory personnel are licensed to sell insurance and may receive commission compensation.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Annuities Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

Fixed fees up to $50,000 for financial planning only.

Percentage

$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: Negotiable

Commissions

Certain advisory persons licensed as insurance professionals earn commissions for selling insurance products.

Project-based

Hourly fee up to $750 for financial planning only, charged upon delivery or in monthly installments.

Other

Fee-only: Fixed fee up to $50,000 for financial planning only; hourly fee up to $750 for financial planning only; annual fee for ongoing planning charged monthly.

Main office location

Vantus Wealth

415 North Prince Street, Suite 200

Lancaster PA 17603, United States

Number of offices

1

Most active in

California · Delaware · Maryland · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Clinton S

Series 66

Lancaster, PA

Vantus Wealth

Clinton Simmons is a financial advisor at Vantus Wealth with ten years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Wienken Advisors. Simmons is also a licensed independent insurance agent. Vantus Wealth serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management with investment strategies tailored to client objectives and employs a broad range of securities and vehicles.

Private / alternative investments Annuities Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Paul B

Series 66

Lancaster, PA

Vantus Wealth

Paul Broomell is a financial advisor at Vantus Wealth with 10 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. He is also a licensed independent insurance agent, dedicating minimal time to this activity weekly. Vantus Wealth serves individuals, including high net worth clients, and various entities by providing personalized financial planning, portfolio management, and retirement-plan advisory services. The firm employs a tailored investment approach based on fundamental analysis, utilizing a wide range of securities and may recommend external money managers for client assets.

Private / alternative investments Annuities Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Allen C

Series 63, Series 65

Lancaster, PA

Vantus Wealth

Allen Carr Jr. is a financial advisor with Vantus Wealth in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent over three decades with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Carr serves as a committeeman for the Manheim Township Republican Committee. Vantus Wealth advises individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management with strategies tailored to client objectives, utilizing a broad range of investment vehicles and occasionally recommending external money managers.

Private / alternative investments Annuities Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Andrew S

Series 63, Series 65

Lancaster, PA

Vantus Wealth

Andrew Sedora is a financial advisor with Vantus Wealth LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 13 years. Sedora also serves as a high school boys basketball coach for the Red Lion Area School District. Vantus Wealth advises individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management services using a broad range of investment vehicles and tailored strategies with a generally long-term orientation.

Private / alternative investments Annuities Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jeffrey E

Series 63, Series 65

Lancaster, PA

Vantus Wealth

Jeffrey Emrich is a financial advisor with Vantus Wealth who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He previously worked at Mass Mutual Life Insurance Company and MML Investors Services for 13 years. Outside of advising, he is a licensed independent insurance agent and a member of a real estate management LLC. Vantus Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management using fundamental analysis and a generally long-term investment approach.

Private / alternative investments Annuities Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management
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