W Wellspent Public advisor graph
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
Cole Holmlund Alaethes Wealth Glenbrook Not listed Percentage of assets, Fixed fees
Cole Schafer Sequoia Wealth Management Group Gardnerville Not listed Percentage of assets, Hourly
Darrell Armuth Sensible Portfolios Reno Not listed Percentage of assets, Fixed fees
David Dunn Kingsbridge Wealth Management Las Vegas Not listed Percentage of assets
Erica Roach ERK Wealth Advisors Las Vegas Not listed Percentage of assets, Hourly
Garrett Porter Soaring Investment Management Henderson Not listed Percentage of assets, Hourly
Gary Burnell Blueprint Investments and Tax Planning Incline Village Not listed Percentage of assets
Gavino Hufano J Sohn, LLC. Henderson Not listed Percentage of assets, Hourly
Giuseppe Visconti Onesource Wealth Management Reno Not listed Percentage of assets, Fixed fees
Gregory Feese PR Wealth Management Group Las Vegas Not listed Percentage of assets, Hourly
Jackie Bixby UTA Mesquite Not listed Percentage of assets, Hourly
Jake Rader Rader Wealth Management Las Vegas Not listed Percentage of assets, Fixed fees
Jennifer Specter Schultz Financial Group Reno Not listed Hourly, Fixed fees
John Scambray Onesource Wealth Management Reno Not listed Percentage of assets, Fixed fees
Jonathan Donahue RB Capital Management Reno Not listed Percentage of assets, Hourly
Jonathon Olivas Advowealth Advisors Reno Not listed Percentage of assets, Hourly
Kay-Anne Imperial Black Card Circle Las Vegas Not listed Percentage of assets, Hourly
Kerri Dunn Kingsbridge Wealth Management Las Vegas Not listed Percentage of assets
Kevin Holmes Black Card Circle Las Vegas Not listed Percentage of assets, Hourly
Kim Dang Whalen Financial Las Vegas Not listed Percentage of assets, Fixed fees
Kristen Mayer KMI Wealth Advisors Reno Not listed Percentage of assets, Hourly
Luke Perry Whalen Financial Las Vegas Not listed Percentage of assets, Fixed fees
Mark Holmlund Alaethes Wealth Glenbrook Not listed Percentage of assets, Fixed fees
Martin Orton Kingsbridge Wealth Management Las Vegas Not listed Percentage of assets
Matthew Schafer Sequoia Wealth Management Group Gardnerville Not listed Percentage of assets, Hourly
Michael Lane Sagebrush Wealth Partners Elko Not listed Percentage of assets, Fixed fees
Nancy Tengler Laffer Tengler Investments Incline Village Not listed Percentage of assets, Hourly
Prakash Simha Prakash Investment Advisors Las Vegas Not listed Percentage of assets, Hourly
Richard Wait RSW Wealth Management Reno Not listed Percentage of assets, Hourly
Robert Baffa Cubed Systems Las Vegas Not listed Percentage of assets
Robert Ballan RB Capital Management Reno Not listed Percentage of assets, Hourly
Robert Gavrich Seasonal Strategy Reno Not listed Percentage of assets, Hourly
Ronald Sloy Sloy, Dahl & Holst Henderson Not listed Percentage of assets, Hourly
Ryan Tape Black Card Circle Las Vegas Not listed Percentage of assets, Hourly
Scott Wait RSW Wealth Management Reno Not listed Percentage of assets, Hourly
Thomas Prutzman Advowealth Advisors Reno Not listed Percentage of assets, Hourly
Vanessa Medina Whalen Financial Las Vegas Not listed Percentage of assets, Fixed fees
Vincent Valeriano National Wealth Management Group Las Vegas Not listed Percentage of assets, Hourly

Firms headquartered in Nevada (56)