Black Card Circle

Black Card Circle at a glance

• One of 56 fee-only firms based in Nevada in the Wellspent graph.
• 6 advisors are listed here; 1 of 6 hold the CFP.
• Its Form ADV reports 7 employees and 460 individual clients, 34 of them high net worth.
• Its average account is about $209,000 (assets it manages divided by its 470 accounts).

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

Facts

Black Card Circle fees

Black Card Circle 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 (6)

• Barry Craine

• Bret Ferrante

• Kay-Anne Imperial

• Kevin Holmes

• Lotay Yang

  CFP

• Ryan Tape

Other fee-only firms in Las Vegas

• Buckley Wealth
• Cubed Systems
• Darby Business Advisors
• ERK Wealth Advisors
• Kamichu Wealth Management
• Kingsbridge Wealth Management
• Oceanair Wealth
• Pandora Wealth

Fee-only advisors in Nevada