# Financial advisors for high earners in Nevada

> For high earners in Nevada, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Luisa Pamela Mendoza of Ducere Wealth Management and Eric Hollen of Open Window Financial Solutions, Ltd..

Page: https://find.wellspent.co/audiences/high-earners/nevada/
27 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## Which financial advisor should I talk to as a high earner in Nevada?

For high earners in Nevada, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Luisa Pamela Mendoza of Ducere Wealth Management and Eric Hollen of Open Window Financial Solutions, Ltd..

- [Lisa Farrier](https://find.wellspent.co/advisors/lisa-farrier/), Nest Egg Financial Advisors, Incline Village. Holds the CPA and CFP. Fees on file: percentage of assets.
- [Luisa Pamela Mendoza](https://find.wellspent.co/advisors/luisa-pamela-mendoza/), Ducere Wealth Management, Las Vegas. Holds the CFP. Fees on file: percentage of assets.
- [Eric Hollen](https://find.wellspent.co/advisors/eric-hollen/), Open Window Financial Solutions, Ltd., Reno. Holds the CFP. Fees on file: percentage of assets, hourly.
- [Russell Schultz](https://find.wellspent.co/advisors/russell-schultz/), Schultz Financial Group, Inc., Reno. Holds the CFP. Fees on file: hourly, fixed fees.
- [Graham Irving](https://find.wellspent.co/advisors/graham-irving/), Desert Capital Advisors, Henderson. Holds the CFP. Fees on file: percentage of assets.
- [Adam Dawson](https://find.wellspent.co/advisors/adam-dawson/), Capstone Capital, Henderson. Holds the CFP. Fees on file: percentage of assets, fixed fees.

## How many fee-only financial advisors in Nevada work with high earners?

The Wellspent public graph lists 27 fee-only advisors for high earners in Nevada, at 11 firms. We counted every advisor record that lists this work, as of October 2026.

## Where are fee-only advisors for high earners in Nevada located?

Of the 27 fee-only advisors for high earners in Nevada, 17 are in Las Vegas, followed by 6 in Henderson and 3 in Reno.

## How do fee-only advisors for high earners in Nevada charge?

The most common fee among fee-only advisors for high earners in Nevada is a percentage of assets, used by 96% of the 27 with fees on file. Many use more than one: 59% charge fixed fees and 44% charge by the hour.

## What credentials should a financial advisor for high earners have?

For high earners, look for the CPA and CFP. In Nevada, 30% of the 27 advisors listed hold the CFP.

- CPA (4% of advisors listed): CPAs help with high-income tax.
- CFP (30% of advisors listed): The CFP covers insurance and saving decisions together.

## How do Nevada advisors for high earners compare with the rest of the US?

30% of fee-only advisors for high earners in Nevada hold the CFP, compared with 52% of the 1,176 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.

## Does Nevada have a state income tax?

No. Nevada has no state income tax, so federal tax drives most financial planning for residents.

## What should I ask a financial advisor as a high earner in Nevada?

- Do you have a minimum, and do you take clients on income rather than assets?
- Which accounts should I use once I've maxed my 401(k)?
- How would you reduce my tax this year and next?
- How much should I be saving, in dollars?
- If I've worked in other states, what could I still owe there?

## How current is this list of fee-only advisors for high earners in Nevada?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Eric Hollen](https://find.wellspent.co/advisors/eric-hollen.md) | Open Window Financial Solutions, Ltd. | Reno, Nevada | CFP, MD | Percentage of assets, Hourly, One-time planning fee |
| [Lisa Farrier](https://find.wellspent.co/advisors/lisa-farrier.md) | Nest Egg Financial Advisors | Incline Village, Nevada | CFP, BFA, PhD, CPA | Percentage of assets |
| [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden.md) | Buckley Wealth | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Luisa Pamela Mendoza](https://find.wellspent.co/advisors/luisa-pamela-mendoza.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Russell Schultz](https://find.wellspent.co/advisors/russell-schultz.md) | Schultz Financial Group, Inc. | Reno, Nevada | CFP, BS, CPWA, MSPFP, MBA | Hourly, Fixed fees |
| [Adam Dawson](https://find.wellspent.co/advisors/adam-dawson.md) | Capstone Capital | Henderson, Nevada | CFP | Percentage of assets, Fixed fees |
| [Cory Smith](https://find.wellspent.co/advisors/cory-smith.md) | Discretionary Inc. | Reno, Nevada |   | Percentage of assets, Flat fee or retainer |
| [Brian Buckley](https://find.wellspent.co/advisors/brian-buckley.md) | Buckley Wealth | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Caitlyn Driehorst](https://find.wellspent.co/advisors/caitlyn-driehorst.md) | RightWise Wealth | Las Vegas, Nevada |   | Percentage of assets, Ongoing planning fee |
| [Cameron Dunaway](https://find.wellspent.co/advisors/cameron-dunaway.md) | Buckley Wealth | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Hannah Farrow](https://find.wellspent.co/advisors/hannah-farrow.md) | RightWise Wealth | Las Vegas, Nevada |   | Percentage of assets, Ongoing planning fee |
| [John Buckley](https://find.wellspent.co/advisors/john-buckley.md) | Buckley Wealth | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Brunelle](https://find.wellspent.co/advisors/matthew-brunelle.md) | Buckley Wealth | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Pick](https://find.wellspent.co/advisors/robert-pick.md) | RightWise Wealth | Las Vegas, Nevada |   | Percentage of assets, Ongoing planning fee |
| [David Tsow](https://find.wellspent.co/advisors/david-tsow.md) | Pandora Wealth | Las Vegas, Nevada |   | Percentage of assets |
| [Stephen Greco](https://find.wellspent.co/advisors/stephen-greco.md) | Pandora Wealth | Las Vegas, Nevada |   | Percentage of assets |
| [Adam Corrie](https://find.wellspent.co/advisors/adam-corrie.md) | Capstone Capital | Henderson, Nevada |   | Percentage of assets, Fixed fees |
| [Adam Cress](https://find.wellspent.co/advisors/adam-cress.md) | Capstone Capital | Henderson, Nevada |   | Percentage of assets, Fixed fees |
| [Eric Sorenson](https://find.wellspent.co/advisors/eric-sorenson.md) | Capstone Capital | Henderson, Nevada |   | Percentage of assets, Fixed fees |
| [Ronald Leavitt](https://find.wellspent.co/advisors/ronald-leavitt.md) | Capstone Capital | Henderson, Nevada |   | Percentage of assets, Fixed fees |
| [Graham Irving](https://find.wellspent.co/advisors/graham-irving.md) | Desert Capital Advisors | Henderson, Nevada | CFP | Percentage of assets |
| [Brandon Cruz](https://find.wellspent.co/advisors/brandon-cruz.md) | Adaptive Wealth Engineering | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Fionn Allen](https://find.wellspent.co/advisors/fionn-allen.md) | Adaptive Wealth Engineering | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Ravenscroft](https://find.wellspent.co/advisors/matthew-ravenscroft.md) | Adaptive Wealth Engineering | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Remington Conte](https://find.wellspent.co/advisors/remington-conte.md) | Adaptive Wealth Engineering | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Timothy Bock](https://find.wellspent.co/advisors/timothy-bock.md) | Adaptive Wealth Engineering | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |

## Related

- [Retirement planning in Nevada](https://find.wellspent.co/specialties/retirement-planning/nevada.md)
- [Tax planning in Nevada](https://find.wellspent.co/specialties/tax-planning/nevada.md)
- [Estate planning in Nevada](https://find.wellspent.co/specialties/estate-planning/nevada.md)
- [Founders in Nevada](https://find.wellspent.co/specialties/founders-pre-exit/nevada.md)
- [Family wealth transfer in Nevada](https://find.wellspent.co/specialties/family-wealth-transfer/nevada.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
