Vantus Wealth fees and pricing
Financial planner in Lancaster, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 1, 2026, Vantus Wealth charges $750 an hour, a flat or project fee of $50,000, and an annual fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $750/hr
“An hourly rate for financial planning services, not to exceed $750 per hour.”
- Flat or project fee
- $50,000
“A mutually agreed-upon one-time fixed fee for comprehensive financial planning services, not to exceed $50,000.”
- Annual fee
- $50,000/yr
“An ongoing monthly or annual fee for financial planning services, provided that the total annual fee cannot exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vantus Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged monthly in advance based on the average daily balance of the account.”
- “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the days the Client account was open during that month.”
- “Fees are generally calculated as a percentage of assets under management and are billed in advance on a monthly basis, and may be deducted directly from the client’s account with authorization.”
How Vantus Wealth’s fees compare
- Its hourly rate of $750 is above the Pennsylvania median of $250. 100% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 12 of the 12 other planners in Lancaster that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the Pennsylvania median of $3,650. 96% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 9 of the 9 other planners in Lancaster that publish a flat or project fee charge less.
- Its annual fee of $50,000 is above the Pennsylvania median of $6,000. 95% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- 3 of the 3 other planners in Lancaster that publish an annual fee charge less.
About Vantus Wealth
“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, consulting services, and independent third-party money management.”
- Firm size: 15 employees.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
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
- 1.35% a year
- Clients
- 980
- Employees
- 15
- 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, and selecting other advisers
- Assets managed
- $439,803,679
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337216
- Phone
- (844) 682-6887
Can advise clients in 14 states: California, Delaware, Illinois, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Lancaster that publish fees
- Atwater MalickLancaster$500
- Carriage Hill Investment Associates LLCLancaster$250/hr
- Chestnut Street Investment Counsel, LLCLancaster$250-$350/hr, $500-$5,000
- Cool Creek FinancialLancaster$200/hr, $1,000-$2,000
- Evenkiehl, LLCLancaster$500-$1,000, $208-$375/mo
- Fident Financial, LLCLancaster$3,000-$6,500, $500/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.