CFP financial advisors in Nevada
How do I find fee-only advisors who hold the CFP in Nevada?
In Nevada, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Lee Hernandez of Firmament Financial and Hunter Harris of Alpine Asset Management LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lisa Farrier Nest Egg Financial Advisors, Incline Village Holds the CFP and CPA. Fees on file: percentage of assets.
- Lee Hernandez Firmament Financial, Reno Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Hunter Harris Alpine Asset Management LLC, Stateline Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Candise Holmlund Alaethes Wealth, Glenbrook Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Joshua St. Laurent Wealth In Yourself, Zephyr Cove Holds the CFP. Fees on file: ongoing planning fee.
- Luisa Pamela Mendoza Ducere Wealth Management, Las Vegas Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 38
- Firms
- 32
- Cities
- 9
- Hold the CFP
- 100%
- Other credentials: CFA 8% · CPA 3%
- How they charge (of 38 with fees on file): percentage of assets 74% · fixed fees 66% · hourly 55% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Nevada are there?
The Wellspent public graph lists 38 fee-only advisors who hold the CFP in Nevada, at 32 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Nevada located?
Of the 38 fee-only advisors who hold the CFP in Nevada, 14 are in Reno, followed by 10 in Las Vegas and 5 in Incline Village.
How do fee-only advisors who hold the CFP in Nevada charge?
The most common fee among fee-only advisors who hold the CFP in Nevada is a percentage of assets, used by 74% of the 38 with fees on file. Many use more than one: 66% charge fixed fees and 55% charge by the hour.
How many fee-only advisors who hold the CFP in Nevada hold the CFP?
100% of the 38 fee-only advisors who hold the CFP in Nevada hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who hold the CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Nevada?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 38 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 |
| Joshua St. Laurent | Wealth In Yourself | Zephyr Cove | CFP | Ongoing planning fee |
| Lori Chittenden | Buckley Wealth | Las Vegas | CFP | Percentage of assets, Hourly |
| Luisa Pamela Mendoza | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Julianna Bray | GW Financial | Reno | CFP | Ongoing planning fee |
| Michelle Konstantarakis | The Investment Counsel Company of Nevada | Las Vegas | CFP | Percentage of assets, Fixed fees |
| Nicholas Hickly | The Investment Counsel Company of Nevada | Las Vegas | CFP | Percentage of assets, Fixed fees |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, Fixed fees |
| Scott Anderson | GW Financial | Reno | CFP | Ongoing planning fee |
| Adam Dawson | Capstone Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Christine Sakraida | White Aspen Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Patrick Darby | Darby Business Advisors | Las Vegas | CFP | Ongoing planning fee |
| Damian Palfini | Cavalot Capital | Incline Village | CFP | Percentage of assets, Hourly |
| William Litton | Castle Coast Wealth | Incline Village | CFP | Percentage of assets, Hourly |
| Anthony Ozuna | Sierra Management Group | Reno | CFP | Percentage of assets, Hourly |
| Anton Kulikov | AK Investing | Las Vegas | CFP | Percentage of assets, Hourly |
| Gwen Straley | 3rd Creek | Incline Village | CFP | Percentage of assets, Hourly |
| Erin Anderson | Atlas Peak Advisors | Incline Village | CFP | Hourly |
| Robert Helgeland | Curtis Wealth Management | Henderson | CFP | Percentage of assets, Hourly |
| Setu Mazumdar | Physician Wealth Solutions | North Las Vegas | CFP | Percentage of assets, Fixed fees |
| Benson Mathews | Vantage Wealth Planning | Reno | CFP | Percentage of assets, Hourly |
| Graham Irving | Desert Capital Advisors | Henderson | CFP | Percentage of assets |
| Hunter Harris | Alpine Asset Management LLC | Stateline | CFA, CFP | Percentage of assets, Hourly |
| Kyle McCann | Vantage Wealth Planning | Reno | CFP | Percentage of assets, Hourly |
| Alyssa Dalbey | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
| Candise Holmlund | Alaethes Wealth | Glenbrook | CFP, CFA | Percentage of assets, Fixed fees |
| Gregory Avera | Experience Your Wealth | Reno | CFP | Hourly, Fixed fees |
| James Lambert | Capital Trust Advisors | Gardnerville | CFP | Percentage of assets |
| Joseph Hollen | Open Window Financial Solutions | Reno | CFP | Percentage of assets, Hourly |
| Kayleigh Horn | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
| Lee Hernandez | Firmament Financial | Reno | CFP, CFA | Percentage of assets, Hourly |
| Lena Armuth | Sensible Portfolios | Reno | CFP | Percentage of assets, Fixed fees |
| Lotay Yang | Black Card Circle | Las Vegas | CFP | Percentage of assets, Hourly |
| Maston Thornton | Kamichu Wealth Management | Las Vegas | CFP | Percentage of assets, Fixed fees |
| Rebecca Buckley | Strategic Portfolio Advisors | Las Vegas | CFP | Percentage of assets, Hourly |
| Vicki Schultz | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
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