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Wellspent public graph/Locations/United States/Nevada
United States

Fee-only advisors in Nevada

Fee-only advisors in Las Vegas, Reno and Henderson, plus 10 other cities.

What fee-only financial advisors charge in Nevada

By the numbers

The Wellspent public graph lists 138 fee-only financial advisors serving Nevada at 78 firms, most in Las Vegas, Reno and Henderson. 28% hold the CFP certification. Of the 138 with fees on file, 91% charge percentage of assets.

Advisors listed
138
Firms
78
Cities
14
Hold the CFP
28%
  • Other credentials: CFA 6% · CPA 1% · ChFC 1%
  • How they charge (of 138 with fees on file): percentage of assets 91% · fixed fees 67% · hourly 57% · ongoing planning fee 5%

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

Advisors serving Nevada (138)

Fee-only advisors serving Nevada: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Eric Hollen Open Window Financial Solutions, Ltd. Reno CFP, MD Percentage of assets, Hourly
Lisa Farrier Nest Egg Financial Advisors Incline Village CFP, BFA, PhD, CPA Percentage of assets
Alexis Miranda Ducere Wealth Management Las Vegas CFP Percentage of assets
Joshua St. Laurent Wealth In Yourself Zephyr Cove CFP Ongoing planning fee
Lori Chittenden Buckley Wealth Las Vegas CFP Percentage of assets, Hourly
Luisa Pamela Mendoza Ducere Wealth Management Las Vegas CFP Percentage of assets
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
Anthony Ozuna Sierra Management Group Reno 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
Robert Helgeland Curtis Wealth Management Henderson CFP Percentage of assets, Hourly
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
Kim Nordmo Artience Capital Gardnerville Not listed Percentage of assets, Hourly
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
Graham Irving Desert Capital Advisors Henderson CFP Percentage of assets
Hunter Harris Alpine Asset Management LLC Stateline CFA, CFP Percentage of assets, Hourly

Firms headquartered in Nevada (56)