W Wellspent Public advisor graph
Get matched
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
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
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
Fionn Allen Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Harris Kirschner 3rd Creek Incline Village Not listed Percentage of assets, Hourly
Matthew Ravenscroft Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Remington Conte Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Timothy Bock Adaptive Wealth Engineering Las Vegas 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
Kenneth Templeton Ulta Wealth Management Las Vegas Not listed Percentage of assets
Margaret Rust Rubey & Rust Capital Management Crystal Bay CFA Percentage of assets
Nick Konakis Read & Powell Financial Services Elko Not listed Percentage of assets, Hourly
Daniel Hayes Argos Wealth Advisors Las Vegas Not listed Percentage of assets, Hourly
Michael Mellberg Michael Mellberg CPA Reno Not listed Percentage of assets, Hourly
Paul Holthe Argos Wealth Advisors Las Vegas Not listed Percentage of assets, Hourly
Robert Sigler Global Key Advisors Las Vegas Not listed Percentage of assets
Timothy Molloy Argos Wealth Advisors Las Vegas Not listed Percentage of assets, Hourly
Yuval Shenkar Argos Wealth Advisors Las Vegas Not listed Percentage of assets, Hourly
Amy Nelson Vantage Wealth Planning Reno Not listed Percentage of assets, Hourly
Dylan Locke Perpetual Capital Advisors Reno Not listed Percentage of assets, Hourly
Elizabeth Eldridge Rubey & Rust Capital Management Crystal Bay Not listed Percentage of assets
Alyssa Dalbey Schultz Financial Group Reno CFP Hourly, Fixed fees
Candise Holmlund Alaethes Wealth Glenbrook CFP, CFA Percentage of assets, Fixed fees
Gregory Avera Experience Your Wealth Reno CFP Hourly, Fixed fees
James Lambert Capital Trust Advisors Gardnerville CFP Percentage of assets
Joseph Hollen Open Window Financial Solutions Reno CFP Percentage of assets, Hourly
Kayleigh Horn Schultz Financial Group Reno CFP Hourly, Fixed fees
Lee Hernandez Firmament Financial Reno CFP, CFA Percentage of assets, Hourly
Lena Armuth Sensible Portfolios Reno CFP Percentage of assets, Fixed fees
Lotay Yang Black Card Circle Las Vegas CFP Percentage of assets, Hourly
Maston Thornton Kamichu Wealth Management Las Vegas CFP Percentage of assets, Fixed fees
Rebecca Buckley Strategic Portfolio Advisors 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
Steven Re Fairbanks Capital Management Gardnerville CFA Percentage of assets
Andrew Whalen Whalen Financial Las Vegas Not listed Percentage of assets, Fixed fees
Blair Smith Smith, Blair Carson City Not listed Percentage of assets, Hourly
Brendan Keely Open Window Financial Solutions Reno Not listed Percentage of assets, Hourly
Bret Ferrante Black Card Circle Las Vegas Not listed Percentage of assets, Hourly
Christian Hatch Hatchet Financial Reno Not listed Percentage of assets, Hourly

Firms headquartered in Nevada (56)