Vantage Wealth Planning

Vantage Wealth Planning is a registered investment advisor firm established in Nevada in November 2014, with registration in January 2015. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis, including financial planning and consulting services upon client request. Clients' investment assets are typically allocated among mutual funds, ETFs, individual equities, bonds, and fixed income securities based on their investment objectives. The firm's annual investment advisory fee ranges from 0.60% to 1.00% of total assets under management. Vantage Wealth Planning does not participate in wrap fee programs and had $198,568,398 in assets under management as of December 31, 2024. The firm does not accept compensation from the sale of securities and does not engage in performance-based fees. Clients include individuals, businesses, charitable institutions, foundations, trusts, and estates. The firm's investment strategies involve fundamental, technical, and cyclical analysis, with a focus on long-term and short-term purchases. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. Vantage Wealth Planning does not vote client proxies and does not require advance fees exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions.