# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Hunter Harris of Alpine Asset Management LLC and Joshua St. Laurent of Wealth In Yourself.

Page: https://find.wellspent.co/by/financial-advisors-under-500k/nevada/
69 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Hunter Harris of Alpine Asset Management LLC and Joshua St. Laurent of Wealth In Yourself.

## How many fee-only advisors for under $500,000 in Nevada are there?

The Wellspent public graph lists 69 fee-only advisors for under $500,000 in Nevada, at 44 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.

## Where are fee-only advisors for under $500,000 in Nevada located?

Of the 69 fee-only advisors for under $500,000 in Nevada, 25 are in Reno, followed by 23 in Las Vegas and 8 in Incline Village.

## How do fee-only advisors for under $500,000 in Nevada charge?

The most common fee among fee-only advisors for under $500,000 in Nevada is a percentage of assets, used by 86% of the 69 with fees on file. Many use more than one: 67% charge by the hour and 64% charge fixed fees.

## How many fee-only advisors for under $500,000 in Nevada hold the CFP?

29% of the 69 fee-only advisors for under $500,000 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 under $500,000?

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 under $500,000 in Nevada?

Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?

## How current is this list of fee-only advisors for under $500,000 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 |
|---|---|---|---|---|
| [Lisa Farrier](https://find.wellspent.co/advisors/lisa-farrier.md) | Nest Egg Financial Advisors | Incline Village, Nevada | CFP, BFA, PhD, CPA | Percentage of assets |
| [Joshua St. Laurent](https://find.wellspent.co/advisors/joshua-st-laurent.md) | Wealth In Yourself | Zephyr Cove, Nevada | CFP | Ongoing planning fee |
| [Russell Schultz](https://find.wellspent.co/advisors/russell-schultz.md) | Schultz Financial Group, Inc. | Reno, Nevada | CFP, BS, CPWA, MSPFP, MBA | Hourly, Fixed fees |
| [Christine Sakraida](https://find.wellspent.co/advisors/christine-sakraida.md) | White Aspen Capital | Henderson, Nevada | CFP | Percentage of assets, Fixed fees |
| [Patrick Darby](https://find.wellspent.co/advisors/patrick-darby.md) | Darby Business Advisors | Las Vegas, Nevada | CFP | Ongoing planning fee |
| [Cory Smith](https://find.wellspent.co/advisors/cory-smith.md) | Discretionary Inc. | Reno, Nevada |   | Percentage of assets, Flat fee or retainer |
| [Damian Palfini](https://find.wellspent.co/advisors/damian-palfini.md) | Cavalot Capital | Incline Village, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [William Litton](https://find.wellspent.co/advisors/william-litton.md) | Castle Coast Wealth | Incline Village, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Ozuna](https://find.wellspent.co/advisors/anthony-ozuna.md) | Sierra Management Group | Reno, Nevada | CFP | Percentage of assets, Hourly |
| [Anton Kulikov](https://find.wellspent.co/advisors/anton-kulikov.md) | AK Investing | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees |
| [Caitlyn Driehorst](https://find.wellspent.co/advisors/caitlyn-driehorst.md) | RightWise Wealth | Las Vegas, Nevada |   | Percentage of assets, Ongoing planning fee |
| [Gwen Straley](https://find.wellspent.co/advisors/gwen-straley.md) | 3rd Creek | Incline Village, Nevada | CFP | 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 |
| [Robert Pick](https://find.wellspent.co/advisors/robert-pick.md) | RightWise Wealth | Las Vegas, Nevada |   | Percentage of assets, Ongoing planning fee |
| [Erin Anderson](https://find.wellspent.co/advisors/erin-anderson.md) | Atlas Peak Advisors | Incline Village, Nevada | CFP | Hourly |
| [Robert Helgeland](https://find.wellspent.co/advisors/robert-helgeland.md) | Curtis Wealth Management | Henderson, Nevada | CFP | Percentage of assets, Hourly |
| [Susan Marshall](https://find.wellspent.co/advisors/susan-marshall.md) | Arlington Wealth Management | Henderson, Nevada | ChFC | Percentage of assets, Fixed fees |
| [Brooks Rarden](https://find.wellspent.co/advisors/brooks-rarden.md) | Gilpin Wealth Management | Las Vegas, Nevada | CFA | Percentage of assets, Hourly, Fixed fees |
| [Cort Barrett](https://find.wellspent.co/advisors/cort-barrett.md) | White Aspen Capital | Henderson, Nevada |   | Percentage of assets, Fixed fees |
| [Benson Mathews](https://find.wellspent.co/advisors/benson-mathews.md) | Vantage Wealth Planning | Reno, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Hunter Harris](https://find.wellspent.co/advisors/hunter-harris.md) | Alpine Asset Management LLC | Stateline, Nevada | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeffery Powell](https://find.wellspent.co/advisors/jeffery-powell.md) | Elevage Partners | Reno, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Joshua Mclain](https://find.wellspent.co/advisors/joshua-mclain.md) | Sunset Retire | Las Vegas , Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Kyle McCann](https://find.wellspent.co/advisors/kyle-mccann.md) | Vantage Wealth Planning | Reno, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lori Powell](https://find.wellspent.co/advisors/lori-powell.md) | Elevage Partners | Reno, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Ryan Nelson](https://find.wellspent.co/advisors/ryan-nelson-6597606.md) | Alchemy Wealth Management | Reno, Nevada |   | Percentage of assets |
| [Christina Johnson](https://find.wellspent.co/advisors/christina-johnson.md) | 3rd Creek | Reno, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Daniel Carter](https://find.wellspent.co/advisors/daniel-carter.md) | Sierra Management Group | Reno, Nevada |   | Percentage of assets, Hourly |
| [Dave Straley](https://find.wellspent.co/advisors/dave-straley.md) | 3rd Creek | Incline Village, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Harris Kirschner](https://find.wellspent.co/advisors/harris-kirschner.md) | 3rd Creek | Incline Village, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Diane Rice](https://find.wellspent.co/advisors/diane-rice.md) | Read & Powell Financial Services | Elko, Nevada |   | Percentage of assets, Hourly |
| [Eric Wiseman](https://find.wellspent.co/advisors/eric-wiseman.md) | Read & Powell Financial Services | Elko, Nevada |   | Percentage of assets, Hourly |
| [Jonathan Fritzinger](https://find.wellspent.co/advisors/jonathan-fritzinger.md) | Western Level Advisors | Reno, Nevada |   | Hourly |
| [Jordan Curtis](https://find.wellspent.co/advisors/jordan-curtis.md) | Curtis Wealth Management | Henderson, Nevada |   | Percentage of assets, Hourly |
| [Nick Konakis](https://find.wellspent.co/advisors/nick-konakis.md) | Read & Powell Financial Services | Elko, Nevada |   | Percentage of assets, Hourly |
| [Michael Mellberg](https://find.wellspent.co/advisors/michael-mellberg.md) | Michael Mellberg CPA | Reno, Nevada |   | Percentage of assets, Hourly |
| [Robert Sigler](https://find.wellspent.co/advisors/robert-sigler.md) | Global Key Advisors | Las Vegas, Nevada |   | Percentage of assets |
| [Amy Nelson](https://find.wellspent.co/advisors/amy-nelson.md) | Vantage Wealth Planning | Reno, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Dylan Locke](https://find.wellspent.co/advisors/dylan-locke.md) | Perpetual Capital Advisors | Reno, Nevada |   | Percentage of assets, Hourly |
| [Alyssa Dalbey](https://find.wellspent.co/advisors/alyssa-dalbey.md) | Schultz Financial Group | Reno, Nevada | CFP | Hourly, Fixed fees |
| [Gregory Avera](https://find.wellspent.co/advisors/gregory-avera.md) | Experience Your Wealth | Reno, Nevada | CFP | Hourly, Fixed fees |
| [Kayleigh Horn](https://find.wellspent.co/advisors/kayleigh-horn.md) | Schultz Financial Group | Reno, Nevada | CFP | Hourly, Fixed fees |
| [Lotay Yang](https://find.wellspent.co/advisors/lotay-yang.md) | Black Card Circle | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Vicki Schultz](https://find.wellspent.co/advisors/vicki-schultz.md) | Schultz Financial Group | Reno, Nevada | CFP | Hourly, Fixed fees |
| [Skylar Harding](https://find.wellspent.co/advisors/skylar-harding.md) | Oceanair Wealth | Las Vegas, Nevada | CFA | Percentage of assets, Fixed fees |
| [Andrew Whalen](https://find.wellspent.co/advisors/andrew-whalen.md) | Whalen Financial | Las Vegas, Nevada |   | Percentage of assets, Fixed fees |
| [Bret Ferrante](https://find.wellspent.co/advisors/bret-ferrante.md) | Black Card Circle | Las Vegas, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Christian Hatch](https://find.wellspent.co/advisors/christian-hatch.md) | Hatchet Financial | Reno, Nevada |   | Percentage of assets, Hourly, Fixed fees |
| [Erica Roach](https://find.wellspent.co/advisors/erica-roach.md) | ERK Wealth Advisors | Las Vegas, Nevada |   | Percentage of assets, Hourly |
| [Garrett Porter](https://find.wellspent.co/advisors/garrett-porter.md) | Soaring Investment Management | Henderson, Nevada |   | Percentage of assets, Hourly |

Showing the first 50 of 69. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/nevada/?page=2

## 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).
