Advisors for $500,000 to $1 million in Nevada
How do I find fee-only advisors for $500,000 to $1 million in Nevada?
In Nevada, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Lee Hernandez of Firmament Financial, Eric Hollen of Open Window Financial Solutions, Ltd. and Scott Anderson of GW Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lee Hernandez Firmament Financial, Reno Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Eric Hollen Open Window Financial Solutions, Ltd., Reno Holds the CFP. Fees on file: percentage of assets, hourly.
- Scott Anderson GW Financial, Reno Holds the CFP. Fees on file: ongoing planning fee.
- Lena Armuth Sensible Portfolios, Reno Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Setu Mazumdar Physician Wealth Solutions, North Las Vegas Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Nicholas Hickly The Investment Counsel Company of Nevada, Las Vegas Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 41
- Firms
- 20
- Cities
- 9
- Hold the CFP
- 27%
- Other credentials: CFA 7%
- How they charge (of 41 with fees on file): percentage of assets 95% · fixed fees 78% · hourly 46% · ongoing planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million in Nevada are there?
The Wellspent public graph lists 41 fee-only advisors for $500,000 to $1 million in Nevada, at 20 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.
Where are fee-only advisors for $500,000 to $1 million in Nevada located?
Of the 41 fee-only advisors for $500,000 to $1 million in Nevada, 13 are in Reno, followed by 13 in Las Vegas and 5 in Henderson.
How do fee-only advisors for $500,000 to $1 million in Nevada charge?
The most common fee among fee-only advisors for $500,000 to $1 million in Nevada is a percentage of assets, used by 95% of the 41 with fees on file. Many use more than one: 78% charge fixed fees and 46% charge by the hour.
How many fee-only advisors for $500,000 to $1 million in Nevada hold the CFP?
27% of the 41 fee-only advisors for $500,000 to $1 million in Nevada hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $500,000 to $1 million in Nevada?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
How current is this list of fee-only advisors for $500,000 to $1 million 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 41 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Hollen | Open Window Financial Solutions, Ltd. | Reno | CFP, MD | Percentage of assets, Hourly |
| 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 |
| Scott Anderson | GW Financial | Reno | CFP | Ongoing planning fee |
| Adam Dawson | Capstone Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Bernadette Mashas | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Justin Ajimine | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Michaelyn Andress | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Randy Garcia | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| William Barton | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Jeffrey Conway | Conway Partners | Incline Village | Not listed | Percentage of assets, Fixed fees |
| Ronald Leavitt | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Setu Mazumdar | Physician Wealth Solutions | North Las Vegas | CFP | Percentage of assets, Fixed fees |
| 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 |
| Margaret Rust | Rubey & Rust Capital Management | Crystal Bay | CFA | Percentage of assets |
| Elizabeth Eldridge | Rubey & Rust Capital Management | Crystal Bay | Not listed | Percentage of assets |
| James Lambert | Capital Trust Advisors | Gardnerville | CFP | Percentage of assets |
| Joseph Hollen | Open Window Financial Solutions | Reno | CFP | Percentage of assets, Hourly |
| Lee Hernandez | Firmament Financial | Reno | CFP, CFA | Percentage of assets, Hourly |
| Lena Armuth | Sensible Portfolios | Reno | CFP | Percentage of assets, Fixed fees |
| Steven Re | Fairbanks Capital Management | Gardnerville | CFA | Percentage of assets |
| Blair Smith | Smith, Blair | Carson City | Not listed | Percentage of assets, Hourly |
| Brendan Keely | Open Window Financial Solutions | Reno | Not listed | Percentage of assets, Hourly |
| Cole Schafer | Sequoia Wealth Management Group | Gardnerville | Not listed | Percentage of assets, Hourly |
| Darrell Armuth | Sensible Portfolios | Reno | Not listed | Percentage of assets, Fixed fees |
| Jackie Bixby | UTA | Mesquite | Not listed | Percentage of assets, Hourly |
| Jonathan Donahue | RB Capital Management | Reno | Not listed | Percentage of assets, Hourly |
| Matthew Schafer | Sequoia Wealth Management Group | Gardnerville | Not listed | Percentage of assets, Hourly |
| Prakash Simha | Prakash Investment Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Richard Wait | RSW Wealth Management | Reno | Not listed | Percentage of assets, Hourly |
| Robert Ballan | RB Capital Management | Reno | Not listed | Percentage of assets, Hourly |
| Robert Gavrich | Seasonal Strategy | Reno | Not listed | Percentage of assets, Hourly |
| Scott Wait | RSW Wealth Management | Reno | Not listed | Percentage of assets, Hourly |
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