# Financial advisors for founders in Nevada > For founders in Nevada, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Patrick Darby of Darby Business Advisors, Alexis Miranda of Ducere Wealth Management and Joshua St. Laurent of Wealth In Yourself. Page: https://find.wellspent.co/specialties/founders-pre-exit/nevada/ 36 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 as a founder in Nevada? For founders in Nevada, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Patrick Darby of Darby Business Advisors, Alexis Miranda of Ducere Wealth Management and Joshua St. Laurent of Wealth In Yourself. - [Patrick Darby](https://find.wellspent.co/advisors/patrick-darby/), Darby Business Advisors, Las Vegas. Holds the CFP. Fees on file: ongoing planning fee. - [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda/), Ducere Wealth Management, Las Vegas. Holds the CFP. Fees on file: percentage of assets. - [Joshua St. Laurent](https://find.wellspent.co/advisors/joshua-st-laurent/), Wealth In Yourself, Zephyr Cove. Holds the CFP. Fees on file: ongoing planning fee. - [Bradford Yamada](https://find.wellspent.co/advisors/bradford-yamada/), Argos Wealth Advisors, Las Vegas. Holds the CFA. Fees on file: percentage of assets, hourly. - [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden/), Buckley Wealth, Las Vegas. Holds the CFP. Fees on file: percentage of assets, hourly. - [Damian Palfini](https://find.wellspent.co/advisors/damian-palfini/), Cavalot Capital, Incline Village. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Nevada work with founders? The Wellspent public graph lists 36 fee-only advisors for founders in Nevada, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Nevada located? Of the 36 fee-only advisors for founders in Nevada, 21 are in Las Vegas, followed by 9 in Henderson and 3 in Incline Village. ## How do fee-only advisors for founders in Nevada charge? The most common fee among fee-only advisors for founders in Nevada is a percentage of assets, used by 89% of the 36 with fees on file. Many use more than one: 78% charge fixed fees and 53% charge by the hour. ## What credentials should a financial advisor for founders have? For founders, look for the CFP and CFA. In Nevada, 31% of the 36 advisors listed hold the CFP. - CFP (31% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (6% of advisors listed): The CFA helps with investing a large sum at once. ## How do Nevada advisors for founders compare with the rest of the US? 78% of fee-only advisors for founders in Nevada charge fixed fees, compared with 57% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Nevada have a state income tax? No. Nevada has no state income tax, so federal tax drives most financial planning for residents. ## What happens to stock pay if you move to or from Nevada? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Nevada can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Nevada? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - If I've worked in other states, what could I still owe there? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | | [Joshua St. Laurent](https://find.wellspent.co/advisors/joshua-st-laurent.md) | Wealth In Yourself | Zephyr Cove, Nevada | CFP | Ongoing planning fee | | [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 | | [Russell Schultz](https://find.wellspent.co/advisors/russell-schultz.md) | Schultz Financial Group, Inc. | Reno, Nevada | CFP, BS, CPWA, MSPFP, MBA | Hourly, Fixed fees | | [Adam Dawson](https://find.wellspent.co/advisors/adam-dawson.md) | Capstone Capital | Henderson, Nevada | CFP | Percentage of assets, Fixed fees | | [Christine Sakraida](https://find.wellspent.co/advisors/christine-sakraida.md) | White Aspen Capital | Henderson, Nevada | CFP | Percentage of assets, Fixed fees | | [DJ Jack](https://find.wellspent.co/advisors/dj-jack.md) | Abundo Wealth | Las Vegas, Nevada | | Subscription | | [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 | | [Damian Palfini](https://find.wellspent.co/advisors/damian-palfini.md) | Cavalot Capital | Incline Village, Nevada | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Susan Marshall](https://find.wellspent.co/advisors/susan-marshall.md) | Arlington Wealth Management | Henderson, Nevada | ChFC | Percentage of assets, Fixed fees | | [Adam Corrie](https://find.wellspent.co/advisors/adam-corrie.md) | Capstone Capital | Henderson, Nevada | | Percentage of assets, Fixed fees | | [Adam Cress](https://find.wellspent.co/advisors/adam-cress.md) | Capstone Capital | Henderson, 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 | | [Eric Sorenson](https://find.wellspent.co/advisors/eric-sorenson.md) | Capstone Capital | Henderson, Nevada | | Percentage of assets, Fixed fees | | [Jeffrey Conway](https://find.wellspent.co/advisors/jeffrey-conway.md) | Conway Partners | Incline Village, Nevada | | Percentage of assets, Fixed fees | | [Ronald Leavitt](https://find.wellspent.co/advisors/ronald-leavitt.md) | Capstone Capital | Henderson, Nevada | | Percentage of assets, Fixed fees | | [Graham Irving](https://find.wellspent.co/advisors/graham-irving.md) | Desert Capital Advisors | Henderson, Nevada | CFP | Percentage of assets | | [Bradford Yamada](https://find.wellspent.co/advisors/bradford-yamada.md) | Argos Wealth Advisors | Las Vegas, Nevada | CFA | Percentage of assets, Hourly, Fixed fees | | [Brandon Cruz](https://find.wellspent.co/advisors/brandon-cruz.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Fionn Allen](https://find.wellspent.co/advisors/fionn-allen.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Matthew Ravenscroft](https://find.wellspent.co/advisors/matthew-ravenscroft.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Remington Conte](https://find.wellspent.co/advisors/remington-conte.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Timothy Bock](https://find.wellspent.co/advisors/timothy-bock.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Robert Sigler](https://find.wellspent.co/advisors/robert-sigler.md) | Global Key Advisors | Las Vegas, Nevada | | Percentage of assets | | [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) - [Family wealth transfer in Nevada](https://find.wellspent.co/specialties/family-wealth-transfer/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).