Fee-only financial advisors in Reno, Nevada
Which fee-only financial advisor should I talk to in Reno?
Start with a fee-only advisor in Reno whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lee Hernandez of Firmament Financial, Julianna Bray of GW Financial and Eric Hollen of Open Window Financial Solutions, Ltd., chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lee Hernandez Firmament Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Julianna Bray GW Financial Holds the CFP. Fees on file: ongoing planning fee.
- Eric Hollen Open Window Financial Solutions, Ltd. Holds the CFP. Fees on file: percentage of assets, hourly.
- Vicki Schultz Schultz Financial Group Holds the CFP. Fees on file: hourly, fixed fees.
- Kyle McCann Vantage Wealth Planning Holds the CFP. Fees on file: percentage of assets, hourly.
- Lena Armuth Sensible Portfolios Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 38
- Firms
- 24
- Hold the CFP
- 37%
- Other credentials: CFA 3%
- How they charge (of 38 with fees on file): hourly 79% · percentage of assets 76% · fixed fees 74% · 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
Find an advisor in Reno by what you need
Find an advisor in Nevada by fee, assets, or credential
Questions about fee-only advisors in Reno
How many fee-only advisors in Reno are there?
The Wellspent public graph lists 38 fee-only advisors in Reno, at 24 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Reno focus on?
The most common focus among fee-only advisors in Reno is tax planning (10), followed by retirement planning (8) and estate planning (8). Advisors can list more than one.
How do fee-only advisors in Reno charge?
The most common fee among fee-only advisors in Reno is an hourly rate, used by 79% of the 38 with fees on file. Many use more than one: 76% charge a percentage of assets and 74% charge fixed fees.
How many fee-only advisors in Reno hold the CFP?
37% of the 38 fee-only advisors in Reno hold the CFP certification, based on the credentials listed on each record.
Does Nevada have a state income tax?
No. Nevada has no state income tax, so federal tax drives most financial planning for residents.
How current is this list of fee-only advisors in Reno?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 38 advisors in Reno
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Hollen | Open Window Financial Solutions, Ltd. | Reno | CFP, MD | Percentage of assets, Hourly |
| Julianna Bray | GW Financial | Reno | CFP | Ongoing planning fee |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, Fixed fees |
| Scott Anderson | GW Financial | Reno | 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 |
| Anthony Ozuna | Sierra Management Group | Reno | CFP | Percentage of assets, Hourly |
| Benson Mathews | Vantage Wealth Planning | Reno | CFP | Percentage of assets, Hourly |
| Jeffery Powell | Elevage Partners | Reno | 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 |
| Christina Johnson | 3rd Creek | Reno | Not listed | Percentage of assets, Hourly |
| Daniel Carter | Sierra Management Group | Reno | Not listed | Percentage of assets, Hourly |
| Jonathan Fritzinger | Western Level Advisors | Reno | Not listed | Hourly |
| Michael Mellberg | Michael Mellberg CPA | Reno | 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 |
| Alyssa Dalbey | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
| Gregory Avera | Experience Your Wealth | Reno | CFP | Hourly, Fixed fees |
| 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 |
| Vicki Schultz | Schultz Financial Group | Reno | CFP | Hourly, Fixed fees |
| Brendan Keely | Open Window Financial Solutions | Reno | Not listed | Percentage of assets, Hourly |
| Christian Hatch | Hatchet Financial | Reno | Not listed | Percentage of assets, Hourly |
| Darrell Armuth | Sensible Portfolios | Reno | Not listed | Percentage of assets, Fixed fees |
| Giuseppe Visconti | Onesource Wealth Management | Reno | 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 |
| Kristen Mayer | KMI Wealth Advisors | Reno | Not listed | Percentage of assets, Hourly |
| Richard Wait | RSW Wealth Management | Reno | Not listed | Percentage of assets, Hourly |
| Robert Ballan | RB Capital Management | Reno | Not listed | Percentage of assets, Hourly |
| Robert Gavrich | Seasonal Strategy | Reno | 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 |
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