Vantage Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“The Registrant may also be engaged to provide planning and consulting services at $225 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Registrant’s planning and consulting fees are negotiable, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), but generally range from $1,000 to $10,000 on a fixed fee basis.”

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

How Vantage Wealth Planning bills

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

• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Upon termination, the Registrant shall refund the pro-rated portion of any advanced advisory fee paid to the Registrant based upon the number of days remaining in the billing month.”

How Vantage Wealth Planning’s fees compare

• Its hourly rate of $225 is below the Nevada median of $300. 22% of the 64 other Nevada planners that publish an hourly rate charge less.
• 5 of the 21 other planners in Reno that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Nevada median of $5,000. 56% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 5 of the 10 other planners in Reno that publish a flat or project fee charge less.

About Vantage Wealth Planning

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 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

1% a year

Clients

398

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$264,671,254

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173929

Website

vantagewealthplanning.com (opens in new tab)

Phone

(775) 502-8484

Can advise clients in 3 states: California, Nevada, Texas

Other planners in Reno that publish fees

• Advowealth Advisors, LLCReno$350/hr, $750⁠-⁠$10,000
• Alchemy Wealth ManagementReno$350/hr, $5,000⁠-⁠$15,000
• Athena Wealth Management, LLCReno$500/hr, $1,000⁠-⁠$10,000
• Belpointe Asset Management LLCReno$500/hr
• Caskwise Capital IncReno$3,500⁠-⁠$15,000, $1,200/qtr
• Discretionary Inc.Reno$350/hr, $5,000

Compare all 36 planners in Reno