Advisors for under $500,000 in Nevada
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.
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.
- Hunter Harris Alpine Asset Management LLC, Stateline Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Joshua St. Laurent Wealth In Yourself, Zephyr Cove Holds the CFP. Fees on file: ongoing planning fee.
- Erin Anderson Atlas Peak Advisors, Incline Village Holds the CFP. Fees on file: hourly.
- Patrick Darby Darby Business Advisors, Las Vegas Holds the CFP. Fees on file: ongoing planning fee.
- Anthony Ozuna Sierra Management Group, Reno Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 69
- Firms
- 44
- Cities
- 7
- Hold the CFP
- 29%
- Other credentials: CFA 4% · CPA 1% · ChFC 1%
- How they charge (of 69 with fees on file): percentage of assets 86% · hourly 67% · fixed fees 64% · ongoing planning fee 7%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 69 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lisa Farrier | Nest Egg Financial Advisors | Incline Village | CFP, BFA, PhD, CPA | Percentage of assets |
| Joshua St. Laurent | Wealth In Yourself | Zephyr Cove | CFP | Ongoing planning fee |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, 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 |
| Cory Smith Financial life planning for business owners and the childfree community. | Discretionary Inc. | Reno | Not listed | Percentage of assets, Flat fee or retainer |
| 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 |
| Caitlyn Driehorst | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Gwen Straley | 3rd Creek | Incline Village | CFP | Percentage of assets, Hourly |
| Hannah Farrow | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Pick | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Erin Anderson | Atlas Peak Advisors | Incline Village | CFP | Hourly |
| Robert Helgeland | Curtis Wealth Management | Henderson | CFP | Percentage of assets, Hourly |
| Susan Marshall | Arlington Wealth Management | Henderson | ChFC | Percentage of assets, Fixed fees |
| Brooks Rarden | Gilpin Wealth Management | Las Vegas | CFA | Percentage of assets, Hourly |
| Cort Barrett | White Aspen Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Benson Mathews | Vantage Wealth Planning | Reno | CFP | Percentage of assets, Hourly |
| Hunter Harris | Alpine Asset Management LLC | Stateline | CFA, CFP | Percentage of assets, Hourly |
| Jeffery Powell | Elevage Partners | Reno | Not listed | Percentage of assets, Hourly |
| Joshua Mclain | Sunset Retire | Las Vegas | Not listed | Percentage of assets, Hourly |
| Kyle McCann | Vantage Wealth Planning | Reno | CFP | Percentage of assets, Hourly |
| Lori Powell | Elevage Partners | Reno | Not listed | Percentage of assets, Hourly |
| Ryan Nelson | Alchemy Wealth Management | Reno | Not listed | Percentage of assets |
| Christina Johnson | 3rd Creek | Reno | Not listed | Percentage of assets, Hourly |
| Daniel Carter | Sierra Management Group | Reno | Not listed | Percentage of assets, Hourly |
| Dave Straley | 3rd Creek | Incline Village | Not listed | Percentage of assets, Hourly |
| Harris Kirschner | 3rd Creek | Incline Village | Not listed | Percentage of assets, Hourly |
| Diane Rice | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
| Eric Wiseman | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
| Jonathan Fritzinger | Western Level Advisors | Reno | Not listed | Hourly |
| Jordan Curtis | Curtis Wealth Management | Henderson | Not listed | Percentage of assets, Hourly |
| Nick Konakis | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
| Michael Mellberg | Michael Mellberg CPA | Reno | Not listed | Percentage of assets, Hourly |
| Robert Sigler | Global Key Advisors | Las Vegas | Not listed | Percentage of assets |
| Amy Nelson | Vantage Wealth Planning | Reno | Not listed | Percentage of assets, Hourly |
| Dylan Locke | Perpetual Capital Advisors | Reno | Not listed | Percentage of assets, Hourly |
| Alyssa Dalbey | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
| Gregory Avera | Experience Your Wealth | Reno | CFP | Hourly, Fixed fees |
| Kayleigh Horn | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
| Lotay Yang | Black Card Circle | Las Vegas | CFP | Percentage of assets, Hourly |
| Vicki Schultz | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
| Skylar Harding | Oceanair Wealth | Las Vegas | CFA | Percentage of assets, Fixed fees |
| Andrew Whalen | Whalen Financial | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Bret Ferrante | Black Card Circle | Las Vegas | Not listed | Percentage of assets, Hourly |
| Christian Hatch | Hatchet Financial | Reno | Not listed | Percentage of assets, Hourly |
| Erica Roach | ERK Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Garrett Porter | Soaring Investment Management | Henderson | Not listed | Percentage of assets, Hourly |
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