Financial advisors for founders in Nevada
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Patrick Darby Darby Business Advisors, Las Vegas Holds the CFP. Fees on file: ongoing planning fee.
- Alexis Miranda Ducere Wealth Management, Las Vegas Holds the CFP. Fees on file: percentage of assets.
- Joshua St. Laurent Wealth In Yourself, Zephyr Cove Holds the CFP. Fees on file: ongoing planning fee.
- Bradford Yamada Argos Wealth Advisors, Las Vegas Holds the CFA. Fees on file: percentage of assets, hourly.
- Lori Chittenden Buckley Wealth, Las Vegas Holds the CFP. Fees on file: percentage of assets, hourly.
- 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.
- CFP31% in Nevada
- The CFP covers life after the exit, not only the sale.
- CFA6% in Nevada
- 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.
Dark bars are Nevada. Light bars are all US advisors for founders.
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.
All 36 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 |
| Lori Chittenden | Buckley Wealth | Las Vegas | CFP | Percentage of assets, Hourly |
| Luisa Pamela Mendoza | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, Fixed fees |
| Adam Dawson | Capstone Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Christine Sakraida | White Aspen Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| DJ Jack Low-cost, conflict-free comprehensive planning from a planner who has led hundreds of pro bono financial coaching sessions. | Abundo Wealth | Las Vegas | Not listed | Subscription |
| Patrick Darby | Darby Business Advisors | Las Vegas | 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 |
| Damian Palfini | Cavalot Capital | Incline Village | CFP | Percentage of assets, Hourly |
| William Litton | Castle Coast Wealth | Incline Village | CFP | Percentage of assets, Hourly |
| Brian Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Cameron Dunaway | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| John Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Matthew Brunelle | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Susan Marshall | Arlington Wealth Management | Henderson | ChFC | Percentage of assets, Fixed fees |
| Adam Corrie | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Cress | Capstone Capital | Henderson | 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 |
| Eric Sorenson | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Conway | Conway Partners | Incline Village | Not listed | Percentage of assets, Fixed fees |
| Ronald Leavitt | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Graham Irving | Desert Capital Advisors | Henderson | CFP | Percentage of assets |
| Bradford Yamada | Argos Wealth Advisors | Las Vegas | CFA | Percentage of assets, Hourly |
| Brandon Cruz | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Fionn Allen | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Matthew Ravenscroft | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Daniel Hayes | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Paul Holthe | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Robert Sigler | Global Key Advisors | Las Vegas | Not listed | Percentage of assets |
| Timothy Molloy | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Yuval Shenkar | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
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