Bernadette Mashas
The Investment Counsel Company of Nevada · Las Vegas, Nevada
Bernadette Mashas is a fee-only financial advisor at The Investment Counsel Company of Nevada in Las Vegas, Nevada. Bernadette focuses on retirement planning, estate & legacy planning and tax planning. The Investment Counsel Company of Nevada reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | The Investment Counsel Company of Nevada |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $3,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.18B across 2,210 accounts |
| SEC registration | Investment adviser representative in NV, TX · CRD 2530727 |
| Exams passed | Series 63 (1994) · Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | iccnv.com |
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Questions about Bernadette
Is Bernadette Mashas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bernadette holds no broker registration, and The Investment Counsel Company of Nevada reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bernadette charge for financial advice?
Bernadette's firm, The Investment Counsel Company of Nevada, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Bernadette charge?
According to The Investment Counsel Company of Nevada's website, checked October 30, 2026: a $3,000,000 asset minimum.
Where is Bernadette Mashas based?
Bernadette Mashas is based in Las Vegas, Nevada.
What does Bernadette specialize in?
Bernadette's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Bernadette works with ultra high net worth.
Is Bernadette Mashas registered with the SEC?
Yes. Bernadette Mashas is registered as an investment adviser representative in NV and TX (CRD 2530727), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Investment Counsel Company of Nevada manage?
The Investment Counsel Company of Nevada reports $2.18B across 2,210 accounts in assets under management.
How do I contact Bernadette Mashas?
Through Bernadette's website, iccnv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Investment Counsel Company of Nevada website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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