Benson Patrick Mathews
Investment adviser representative at Vantage Wealth Planning
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$264.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vantage Wealth PlanningSep 2017 to now
- TIAAJun 2014 to Sep 2017
- TIAA-CREF Individual & Institutional Services, LLCJun 2014 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Vantage Wealth Planning
Legal name: Krm Wealth Management L.L.C.
$264.7MAssets managed
406Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4574483
- Firm CRD
- 173929