Financial advisors for high earners in Nevada
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..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lisa Farrier Nest Egg Financial Advisors, Incline Village Holds the CPA and CFP. Fees on file: percentage of assets.
- Luisa Pamela Mendoza Ducere Wealth Management, Las Vegas Holds the CFP. Fees on file: percentage of assets.
- Eric Hollen Open Window Financial Solutions, Ltd., Reno Holds the CFP. Fees on file: percentage of assets, hourly.
- Russell Schultz Schultz Financial Group, Inc., Reno Holds the CFP. Fees on file: hourly, fixed fees.
- Graham Irving Desert Capital Advisors, Henderson Holds the CFP. Fees on file: percentage of assets.
- 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.
- CPA4% in Nevada
- CPAs help with high-income tax.
- CFP30% in Nevada
- 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.
Dark bars are Nevada. Light bars are all US advisors for high earners.
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.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Hollen | Open Window Financial Solutions, Ltd. | Reno | CFP, MD | Percentage of assets, Hourly |
| Lisa Farrier | Nest Egg Financial Advisors | Incline Village | CFP, BFA, PhD, CPA | Percentage of assets |
| Alexis Miranda | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Lori Chittenden | Buckley Wealth | Las Vegas | CFP | Percentage of assets, Hourly |
| Luisa Pamela Mendoza | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, Fixed fees |
| Adam Dawson | Capstone Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Cory Smith Financial life planning for business owners and the childfree community. | Discretionary Inc. | Reno | Not listed | Percentage of assets, Flat fee or retainer |
| Brian Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Caitlyn Driehorst | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Cameron Dunaway | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Hannah Farrow | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| John Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Matthew Brunelle | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Robert Pick | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| David Tsow | Pandora Wealth | Las Vegas | Not listed | Percentage of assets |
| Stephen Greco | Pandora Wealth | Las Vegas | Not listed | Percentage of assets |
| Adam Corrie | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Cress | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Eric Sorenson | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Ronald Leavitt | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Graham Irving | Desert Capital Advisors | Henderson | CFP | Percentage of assets |
| Brandon Cruz | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Fionn Allen | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Matthew Ravenscroft | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
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