Financial advisors for estate planning in Nevada
Which financial advisor should I talk to about estate planning in Nevada?
For estate planning in Nevada, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Alexis Miranda of Ducere Wealth Management, Scott Anderson of GW Financial and Joshua St. Laurent of Wealth In Yourself.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Alexis Miranda Ducere Wealth Management, Las Vegas Holds the CFP. Fees on file: percentage of assets.
- Scott Anderson GW Financial, Reno Holds the CFP. Fees on file: ongoing planning fee.
- Joshua St. Laurent Wealth In Yourself, Zephyr Cove Holds the CFP. Fees on file: ongoing planning fee.
- Gwen Straley 3rd Creek, Incline Village Holds the CFP. Fees on file: percentage of assets, hourly.
- Robert Helgeland Curtis Wealth Management, Henderson Holds the CFP. Fees on file: percentage of assets, hourly.
- Christine Sakraida White Aspen Capital, Henderson Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Nevada work on estate planning?
The Wellspent public graph lists 38 fee-only advisors for estate planning in Nevada, at 18 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Nevada located?
Of the 38 fee-only advisors for estate planning in Nevada, 16 are in Las Vegas, followed by 8 in Reno and 5 in Henderson.
Plus 2 in other cities.
How do fee-only advisors for estate planning in Nevada charge?
The most common fee among fee-only advisors for estate planning in Nevada is a percentage of assets, used by 92% of the 38 with fees on file. Many use more than one: 50% charge fixed fees and 42% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP. In Nevada, 29% of the 38 advisors listed hold the CFP.
- CFP29% in Nevada
- The CFP includes estate planning and keeps it tied to the whole plan.
How do Nevada advisors for estate planning compare with the rest of the US?
29% of fee-only advisors for estate planning in Nevada hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Nevada. Light bars are all US advisors for estate planning.
Does Nevada have an estate or inheritance tax?
No. Nevada has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
Is Nevada a community property state?
Yes. Nevada is a community property state, which shapes how married couples title assets and what happens to cost basis at death.
What should I ask a financial advisor about estate planning in Nevada?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
- How would community property rules change how we title our assets?
How current is this list of fee-only advisors for estate planning in Nevada?
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
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alexis Miranda | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Joshua St. Laurent | Wealth In Yourself | Zephyr Cove | CFP | Ongoing planning fee |
| 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 |
| Scott Anderson | GW Financial | Reno | CFP | Ongoing planning fee |
| Christine Sakraida | White Aspen Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| 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 |
| Caitlyn Driehorst | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| 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 |
| 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 |
| Jeffrey Conway | Conway Partners | Incline Village | Not listed | Percentage of assets, Fixed fees |
| Kim Nordmo | Artience Capital | Gardnerville | Not listed | Percentage of assets, Hourly |
| Jeffery Powell | Elevage Partners | Reno | Not listed | Percentage of assets, Hourly |
| Joshua Mclain | Sunset Retire | Las Vegas | Not listed | Percentage of assets, Hourly |
| Lori Powell | Elevage Partners | Reno | 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 |
| Harris Kirschner | 3rd Creek | Incline Village | 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 |
| Jordan Curtis | Curtis Wealth Management | Henderson | Not listed | Percentage of assets, Hourly |
| Nick Konakis | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
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