Advowealth Advisors

Advowealth Advisors at a glance

• One of 56 fee-only firms based in Nevada in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 101 individual clients, 5 of them high net worth.
• Its average account is about $247,000 (assets it manages divided by its 217 accounts).

Fee-only advisors in Nevada · What fee-only advisors charge in Nevada

Facts

Advowealth Advisors fees

Advowealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Jonathon Olivas

• Thomas Prutzman

Other fee-only firms in Reno

• Alchemy Wealth Management
• Elevage Partners
• Firmament Financial
• GW Financial
• Hatchet Financial
• KMI Wealth Advisors
• Michael Mellberg CPA
• Open Window Financial Solutions, Ltd.

Fee-only advisors in Nevada