PlannerFees

Vantage Wealth Management, LLC fees and pricing

Financial planner in San Mateo, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Vantage Wealth Management, LLC charges $300⁠-⁠$800 an hour, a flat or project fee of up to $30,000, and an annual fee of up to $50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$800/hr
“For As-Needed Financial Advice, Vantage usually charges a fee of $300-$800 per hour.”
Flat or project fee
Up to $30,000
“For One-Time Financial Plans, the fee range is between $0 to $30,000.”
Annual fee
Up to $50,000/yr
“For OnGoing Financial Planning, the fee ranges from $0 - $50,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Vantage Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “For Financial Planning Services, either for a One-Time or Ongoing Financial Planning, a fixed financial planning fee is determined in advance and agreed upon in the Financial Planning 8 Agreement.”
  • “Fees payable to Vantage for its Asset Management Services are based on a percentage of assets under management.”
  • “The exact amount of the fee is determined in advance and is disclosed in the Financial Planning Agreement.”

How Vantage Wealth Management, LLC’s fees compare

  • Its hourly rate of $300-$800 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
  • 10 of the 11 other planners in San Mateo that publish an hourly rate charge less.
  • Its flat or project fee of up to $30,000 spans the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
  • 10 of the 10 other planners in San Mateo that publish a flat or project fee charge less.
  • Its annual fee of up to $50,000 spans the California median of $6,250. 92% of the 224 other California planners that publish an annual fee charge less.

About Vantage Wealth Management, LLC

“Vantage provides personalized investment advisory services to clients via Financial Planning and Asset Management Services. Vantage may also provide financial planning services on an on-going basis to clients seeking continuous evaluations of their financial situation.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 9 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
635
Employees
9
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed
$1,123,017,456
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
152374
Website
linkedin.com/in/obrientom (opens in new tab)
Phone
(650) 638-9600

Can advise clients in 8 states: California, Colorado, Louisiana, Nevada, New York, Oregon, Texas, Washington

Other planners in San Mateo that publish fees

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