# Financial advisors for family wealth transfer in Nevada > For family wealth transfer in Nevada, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Alexis Miranda of Ducere Wealth Management, Patrick Darby of Darby Business Advisors and Scott Anderson of GW Financial. Page: https://find.wellspent.co/specialties/family-wealth-transfer/nevada/ 31 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Nevada? For family wealth transfer in Nevada, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Alexis Miranda of Ducere Wealth Management, Patrick Darby of Darby Business Advisors and Scott Anderson of GW Financial. - [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda/), Ducere Wealth Management, Las Vegas. Holds the CFP. Fees on file: percentage of assets. - [Patrick Darby](https://find.wellspent.co/advisors/patrick-darby/), Darby Business Advisors, Las Vegas. Holds the CFP. Fees on file: ongoing planning fee. - [Scott Anderson](https://find.wellspent.co/advisors/scott-anderson/), GW Financial, Reno. Holds the CFP. Fees on file: ongoing planning fee. - [Nicholas Hickly](https://find.wellspent.co/advisors/nicholas-hickly/), The Investment Counsel Company of Nevada, Las Vegas. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden/), Buckley Wealth, Las Vegas. Holds the CFP. Fees on file: percentage of assets, hourly. - [William Litton](https://find.wellspent.co/advisors/william-litton/), Castle Coast Wealth, Incline Village. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Nevada work on family wealth transfer? The Wellspent public graph lists 31 fee-only advisors for family wealth transfer in Nevada, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Nevada located? Of the 31 fee-only advisors for family wealth transfer in Nevada, 23 are in Las Vegas, followed by 3 in Reno and 3 in Henderson. ## How do fee-only advisors for family wealth transfer in Nevada charge? The most common fee among fee-only advisors for family wealth transfer in Nevada is a percentage of assets, used by 90% of the 31 with fees on file. Many use more than one: 74% charge fixed fees and 45% charge by the hour. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Nevada, 32% of the 31 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Nevada advisors for family wealth transfer compare with the rest of the US? 74% of fee-only advisors for family wealth transfer in Nevada charge fixed fees, compared with 62% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Nevada? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets | | [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden.md) | Buckley Wealth | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Fixed fees | | [Luisa Pamela Mendoza](https://find.wellspent.co/advisors/luisa-pamela-mendoza.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets | | [Julianna Bray](https://find.wellspent.co/advisors/julianna-bray.md) | GW Financial | Reno, Nevada | CFP | Ongoing planning fee | | [Michelle Konstantarakis](https://find.wellspent.co/advisors/michelle-konstantarakis.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | CFP | Percentage of assets, Fixed fees | | [Nicholas Hickly](https://find.wellspent.co/advisors/nicholas-hickly.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | CFP | Percentage of assets, Fixed fees | | [Scott Anderson](https://find.wellspent.co/advisors/scott-anderson.md) | GW Financial | Reno, Nevada | CFP | Ongoing planning fee | | [Christine Sakraida](https://find.wellspent.co/advisors/christine-sakraida.md) | White Aspen Capital | Henderson, Nevada | CFP | Percentage of assets, Fixed fees | | [Patrick Darby](https://find.wellspent.co/advisors/patrick-darby.md) | Darby Business Advisors | Las Vegas, Nevada | CFP | Ongoing planning fee | | [Cory Smith](https://find.wellspent.co/advisors/cory-smith.md) | Discretionary Inc. | Reno, Nevada | | Percentage of assets, Flat fee or retainer | | [William Litton](https://find.wellspent.co/advisors/william-litton.md) | Castle Coast Wealth | Incline Village, Nevada | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Buckley](https://find.wellspent.co/advisors/brian-buckley.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Cameron Dunaway](https://find.wellspent.co/advisors/cameron-dunaway.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [John Buckley](https://find.wellspent.co/advisors/john-buckley.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Matthew Brunelle](https://find.wellspent.co/advisors/matthew-brunelle.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Bernadette Mashas](https://find.wellspent.co/advisors/bernadette-mashas.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | | Percentage of assets, Fixed fees | | [Justin Ajimine](https://find.wellspent.co/advisors/justin-ajimine.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | | Percentage of assets, Fixed fees | | [Michaelyn Andress](https://find.wellspent.co/advisors/michaelyn-andress.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | | Percentage of assets, Fixed fees | | [Randy Garcia](https://find.wellspent.co/advisors/randy-garcia.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | | Percentage of assets, Fixed fees | | [Susan Marshall](https://find.wellspent.co/advisors/susan-marshall.md) | Arlington Wealth Management | Henderson, Nevada | ChFC | Percentage of assets, Fixed fees | | [William Barton](https://find.wellspent.co/advisors/william-barton.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | | Percentage of assets, Fixed fees | | [Brooks Rarden](https://find.wellspent.co/advisors/brooks-rarden.md) | Gilpin Wealth Management | Las Vegas, Nevada | CFA | Percentage of assets, Hourly, Fixed fees | | [Cort Barrett](https://find.wellspent.co/advisors/cort-barrett.md) | White Aspen Capital | Henderson, Nevada | | Percentage of assets, Fixed fees | | [Kim Nordmo](https://find.wellspent.co/advisors/kim-nordmo.md) | Artience Capital | Gardnerville, Nevada | | Percentage of assets, Hourly | | [Joshua Mclain](https://find.wellspent.co/advisors/joshua-mclain.md) | Sunset Retire | Las Vegas , Nevada | | Percentage of assets, Hourly, Fixed fees | | [Bradford Yamada](https://find.wellspent.co/advisors/bradford-yamada.md) | Argos Wealth Advisors | Las Vegas, Nevada | CFA | Percentage of assets, Hourly, Fixed fees | | [Kenneth Templeton](https://find.wellspent.co/advisors/kenneth-templeton.md) | Ulta Wealth Management | Las Vegas, Nevada | | Percentage of assets | | [Daniel Hayes](https://find.wellspent.co/advisors/daniel-hayes.md) | Argos Wealth Advisors | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Paul Holthe](https://find.wellspent.co/advisors/paul-holthe.md) | Argos Wealth Advisors | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Timothy Molloy](https://find.wellspent.co/advisors/timothy-molloy.md) | Argos Wealth Advisors | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Yuval Shenkar](https://find.wellspent.co/advisors/yuval-shenkar.md) | Argos Wealth Advisors | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Nevada](https://find.wellspent.co/specialties/retirement-planning/nevada.md) - [Tax planning in Nevada](https://find.wellspent.co/specialties/tax-planning/nevada.md) - [Estate planning in Nevada](https://find.wellspent.co/specialties/estate-planning/nevada.md) - [Founders in Nevada](https://find.wellspent.co/specialties/founders-pre-exit/nevada.md) - [High earners in Nevada](https://find.wellspent.co/audiences/high-earners/nevada.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).