Benson Mathews is a CFP-designated registered investment advisor at Vantage Wealth Planning, based in Reno, NV, with 18 years of industry experience. Benson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 367 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Wealth Planning charges an annual fee based on the value of your portfolio, ranging from 0.60% to 1.00%. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Similar clients could pay different fees.
Location
3748 Lakeside Dr., Suite 100, Reno, NV, 89509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vantage Wealth Planning
Previous Registrations
Vantage Wealth Planning
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Cornerstone Advisors INC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
First Allied Securities, INC.Broker
First Allied Securities, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 states
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