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Flat-fee financial advisors in Nevada

How do I find fee-only advisors who charge flat or fixed fees in Nevada?

In Nevada, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Hunter Harris of Alpine Asset Management LLC, Candise Holmlund of Alaethes Wealth and Lee Hernandez of Firmament Financial.

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • 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.
  • Lee Hernandez Firmament Financial, Reno 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.
  • Scott Anderson GW Financial, Reno Holds the CFP. Fees on file: ongoing planning fee.
  • Eric Hollen Open Window Financial Solutions, Ltd., Reno Holds the CFP. Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
108
Firms
56
Cities
11
Hold the CFP
29%
  • Other credentials: CFA 6% · ChFC 1%
  • How they charge (of 108 with fees on file): percentage of assets 88% · fixed fees 85% · hourly 58% · ongoing planning fee 6%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Flat-fee financial advisors by state

Questions about flat-fee financial advisors

How many fee-only advisors who charge flat or fixed fees in Nevada are there?

The Wellspent public graph lists 108 fee-only advisors who charge flat or fixed fees in Nevada, at 56 firms. We counted every advisor record that fits, as of October 2026.

Where are fee-only advisors who charge flat or fixed fees in Nevada located?

Of the 108 fee-only advisors who charge flat or fixed fees in Nevada, 47 are in Las Vegas, followed by 34 in Reno and 9 in Henderson.

How do fee-only advisors who charge flat or fixed fees in Nevada charge?

The most common fee among fee-only advisors who charge flat or fixed fees in Nevada is a percentage of assets, used by 88% of the 108 with fees on file. Many use more than one: 85% charge fixed fees and 58% charge by the hour.

How many fee-only advisors who charge flat or fixed fees in Nevada hold the CFP?

29% of the 108 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

What should I ask fee-only advisors who charge flat or fixed fees in Nevada?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

How current is this list of fee-only advisors who charge flat or fixed fees 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 108 advisors

Flat-fee financial advisors in Nevada: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Eric Hollen Open Window Financial Solutions, Ltd. Reno CFP, MD Percentage of assets, Hourly
Joshua St. Laurent Wealth In Yourself Zephyr Cove CFP Ongoing planning fee
Lori Chittenden Buckley Wealth Las Vegas CFP 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
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
DJ Jack Low-cost, conflict-free comprehensive planning from a planner who has led hundreds of pro bono financial coaching sessions. Abundo Wealth Las Vegas Not listed Subscription
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
Anton Kulikov AK Investing Las Vegas CFP Percentage of assets, Hourly
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
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
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
Bernadette Mashas The Investment Counsel Company of Nevada Las Vegas Not listed Percentage of assets, Fixed fees
David Tsow Pandora Wealth Las Vegas Not listed Percentage of assets
Erin Anderson Atlas Peak Advisors Incline Village CFP Hourly
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
Stephen Greco Pandora Wealth Las Vegas Not listed Percentage of assets
Susan Marshall Arlington Wealth Management Henderson ChFC 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
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
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
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
Bradford Yamada Argos Wealth Advisors Las Vegas CFA Percentage of assets, Hourly
Brandon Cruz Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly

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How they charge