Fee-only advisors in Nevada
Fee-only advisors in Las Vegas, Reno and Henderson, plus 10 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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)
-
3rd Creek
Incline Village, Nevada
-
Adaptive Wealth Engineering
Las Vegas, Nevada
-
Advowealth Advisors
Reno, Nevada
-
AK Investing
Las Vegas, Nevada
-
Alaethes Wealth
Glenbrook, Nevada
-
Alchemy Wealth Management
Reno, Nevada
-
Alpine Asset Management LLC
Stateline, Nevada
-
Argos Wealth Advisors
Las Vegas, Nevada
-
Artience Capital
Gardnerville, Nevada
-
Atlas Peak Advisors
Incline Village, Nevada
-
Black Card Circle
Las Vegas, Nevada
-
Buckley Wealth
Las Vegas, Nevada
-
Capstone Capital
Henderson, Nevada
-
Cavalot Capital
Incline Village, Nevada
-
Conway Partners
Incline Village, Nevada
-
Cubed Systems
Las Vegas, Nevada
-
Curtis Wealth Management
Henderson, Nevada
-
Darby Business Advisors
Las Vegas, Nevada
-
Desert Capital Advisors
Henderson, Nevada
-
Elevage Partners
Reno, Nevada
-
ERK Wealth Advisors
Las Vegas, Nevada
-
Firmament Financial
Reno, Nevada
-
GW Financial
Reno, Nevada
-
Hatchet Financial
Reno, Nevada
-
J Sohn, LLC.
Henderson, Nevada
-
Kamichu Wealth Management
Las Vegas, Nevada
-
Kingsbridge Wealth Management
Las Vegas, Nevada
-
KMI Wealth Advisors
Reno, Nevada
-
Michael Mellberg CPA
Reno, Nevada
-
Nest Egg Financial Advisors
Incline Village, Nevada
-
Oceanair Wealth
Las Vegas, Nevada
-
Open Window Financial Solutions, Ltd.
Reno, Nevada
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Pandora Wealth
Las Vegas, Nevada
-
Perpetual Capital Advisors
Reno, Nevada
-
Physician Wealth Solutions
North Las Vegas, Nevada
-
Prakash Investment Advisors
Las Vegas, Nevada
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Rader Wealth Management
Las Vegas, Nevada
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RB Capital Management
Reno, Nevada
-
Read & Powell Financial Services
Elko, Nevada
-
RightWise Wealth
Las Vegas, Nevada
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RSW Wealth Management
Reno, Nevada
-
Rubey & Rust Capital Management
Crystal Bay, Nevada
-
Sagebrush Wealth Partners
Elko, Nevada
-
Schultz Financial Group, Inc.
Reno, Nevada
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Sensible Portfolios
Reno, Nevada
-
Sequoia Wealth Management Group
Gardnerville, Nevada
-
Sierra Management Group
Reno, Nevada
-
Smith, Blair
Carson City, Nevada
-
Strategic Portfolio Advisors
Las Vegas, Nevada
-
The Investment Counsel Company of Nevada
Las Vegas, Nevada
-
Ulta Wealth Management
Las Vegas, Nevada
-
Vantage Wealth Planning
Reno, Nevada
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Wealth In Yourself
Zephyr Cove, Nevada
-
Western Level Advisors
Reno, Nevada
-
Whalen Financial
Las Vegas, Nevada
-
White Aspen Capital
Henderson, Nevada