Financial advisors for retirement planning in Nevada
Which financial advisor should I talk to about retirement planning in Nevada?
For retirement planning in Nevada, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Julianna Bray of GW Financial and Luisa Pamela Mendoza of Ducere Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lisa Farrier Nest Egg Financial Advisors, Incline Village Holds the CFP and CPA. Fees on file: percentage of assets.
- Julianna Bray GW Financial, Reno Holds the CFP. Fees on file: ongoing planning fee.
- Luisa Pamela Mendoza Ducere Wealth Management, Las Vegas Holds the CFP. Fees on file: percentage of assets.
- William Litton Castle Coast Wealth, Incline Village 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.
- Adam Dawson Capstone Capital, Henderson Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Nevada work on retirement planning?
The Wellspent public graph lists 46 fee-only advisors for retirement planning in Nevada, at 21 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Nevada located?
Of the 46 fee-only advisors for retirement planning in Nevada, 22 are in Las Vegas, followed by 9 in Henderson and 8 in Reno.
How do fee-only advisors for retirement planning in Nevada charge?
The most common fee among fee-only advisors for retirement planning in Nevada is a percentage of assets, used by 96% of the 46 with fees on file. Many use more than one: 57% charge fixed fees and 39% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP and CPA. In Nevada, 30% of the 46 advisors listed hold the CFP.
- CFP30% in Nevada
- The CFP covers income, tax, insurance, and estate decisions together.
- CPA2% in Nevada
- CPAs help with the tax side of withdrawals.
How do Nevada advisors for retirement planning compare with the rest of the US?
30% of fee-only advisors for retirement planning in Nevada hold the CFP, compared with 46% of the 7,304 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 retirement planning.
Does Nevada tax retirement income?
No. Nevada has no state income tax, so retirement account withdrawals and pensions aren't taxed at the state level.
What should I ask a financial advisor about retirement planning in Nevada?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- Would you plan differently if I might move to another state in retirement?
How current is this list of fee-only advisors for retirement 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 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lisa Farrier | Nest Egg Financial Advisors | Incline Village | CFP, BFA, PhD, CPA | Percentage of assets |
| Alexis Miranda | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Lori Chittenden | Buckley Wealth | Las Vegas | CFP | Percentage of assets, Hourly |
| 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 |
| Adam Dawson | Capstone Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| 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 |
| Damian Palfini | Cavalot Capital | Incline Village | CFP | Percentage of assets, Hourly |
| William Litton | Castle Coast Wealth | Incline Village | CFP | Percentage of assets, Hourly |
| Anthony Ozuna | Sierra Management Group | Reno | CFP | Percentage of assets, Hourly |
| Brian Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Caitlyn Driehorst | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Cameron Dunaway | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Hannah Farrow | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| John Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Matthew Brunelle | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| 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 |
| William Barton | The Investment Counsel Company of Nevada | Las Vegas | Not listed | 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 |
| 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 |
| Ryan Nelson | Alchemy Wealth Management | Reno | Not listed | Percentage of assets |
| Daniel Carter | Sierra Management Group | Reno | 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 |
| Kenneth Templeton | Ulta Wealth Management | Las Vegas | Not listed | Percentage of assets |
| Nick Konakis | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
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