Weston Haaf is a CFP-designated registered investment advisor at Vantage Wealth Management LLC, based in Sunnyvale, TX, with 13 years of industry experience. Weston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 31 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable, and some accounts may be eligible for a grandfathered fee schedule.
Fee Estimator
Location
Sunnyvale, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Weston is a manager of Living Life Properties LLC, a residential real estate rental property in Dallas, TX, since October 2020. He spends minimal time on property management, administrative paperwork, collecting rent, and filing taxes.
Employment History
Current Registrations
Vantage Wealth Management LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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