# Financial advisors for tax planning in Nevada > For tax planning in Nevada, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Alexis Miranda of Ducere Wealth Management and Scott Anderson of GW Financial. Page: https://find.wellspent.co/specialties/tax-planning/nevada/ 40 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 tax planning in Nevada? For tax planning in Nevada, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Lisa Farrier of Nest Egg Financial Advisors, Alexis Miranda of Ducere Wealth Management and Scott Anderson of GW Financial. - [Lisa Farrier](https://find.wellspent.co/advisors/lisa-farrier/), Nest Egg Financial Advisors, Incline Village. Holds the CPA and CFP. Fees on file: percentage of assets. - [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda/), Ducere Wealth Management, Las Vegas. Holds the CFP. Fees on file: percentage of assets. - [Scott Anderson](https://find.wellspent.co/advisors/scott-anderson/), GW Financial, Reno. Holds the CFP. Fees on file: ongoing planning fee. - [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. - [Eric Hollen](https://find.wellspent.co/advisors/eric-hollen/), Open Window Financial Solutions, Ltd., Reno. Holds the CFP. Fees on file: percentage of assets, hourly. - [Patrick Darby](https://find.wellspent.co/advisors/patrick-darby/), Darby Business Advisors, Las Vegas. Holds the CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in Nevada work on tax planning? The Wellspent public graph lists 40 fee-only advisors for tax planning in Nevada, at 20 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for tax planning in Nevada located? Of the 40 fee-only advisors for tax planning in Nevada, 21 are in Las Vegas, followed by 10 in Reno and 6 in Incline Village. ## How do fee-only advisors for tax planning in Nevada charge? The most common fee among fee-only advisors for tax planning in Nevada is a percentage of assets, used by 90% of the 40 with fees on file. Many use more than one: 55% charge fixed fees and 45% charge by the hour. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CPA and CFP. In Nevada, 33% of the 40 advisors listed hold the CFP. - CPA (3% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (33% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Nevada advisors for tax planning compare with the rest of the US? 33% of fee-only advisors for tax planning in Nevada hold the CFP, compared with 50% of the 5,860 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 should I ask a financial advisor about tax planning in Nevada? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - If I've worked in other states, what could I still owe there? ## How current is this list of fee-only advisors for tax 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Eric Hollen](https://find.wellspent.co/advisors/eric-hollen.md) | Open Window Financial Solutions, Ltd. | Reno, Nevada | CFP, MD | Percentage of assets, Hourly, One-time planning fee | | [Lisa Farrier](https://find.wellspent.co/advisors/lisa-farrier.md) | Nest Egg Financial Advisors | Incline Village, Nevada | CFP, BFA, PhD, CPA | Percentage of assets | | [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 | | [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 | | [Patrick Darby](https://find.wellspent.co/advisors/patrick-darby.md) | Darby Business Advisors | Las Vegas, Nevada | CFP | Ongoing planning fee | | [Damian Palfini](https://find.wellspent.co/advisors/damian-palfini.md) | Cavalot Capital | Incline Village, Nevada | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Ozuna](https://find.wellspent.co/advisors/anthony-ozuna.md) | Sierra Management Group | Reno, Nevada | CFP | Percentage of assets, Hourly | | [Caitlyn Driehorst](https://find.wellspent.co/advisors/caitlyn-driehorst.md) | RightWise Wealth | Las Vegas, Nevada | | Percentage of assets, Ongoing planning fee | | [Gwen Straley](https://find.wellspent.co/advisors/gwen-straley.md) | 3rd Creek | Incline Village, Nevada | CFP | Percentage of assets, Hourly, Fixed fees | | [Hannah Farrow](https://find.wellspent.co/advisors/hannah-farrow.md) | RightWise Wealth | Las Vegas, Nevada | | Percentage of assets, Ongoing planning fee | | [Robert Pick](https://find.wellspent.co/advisors/robert-pick.md) | RightWise Wealth | Las Vegas, Nevada | | Percentage of assets, Ongoing planning fee | | [Bernadette Mashas](https://find.wellspent.co/advisors/bernadette-mashas.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | | Percentage of assets, Fixed fees | | [David Tsow](https://find.wellspent.co/advisors/david-tsow.md) | Pandora Wealth | Las Vegas, Nevada | | Percentage of assets | | [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 | | [Stephen Greco](https://find.wellspent.co/advisors/stephen-greco.md) | Pandora Wealth | Las Vegas, Nevada | | Percentage of assets | | [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 | | [Jeffrey Conway](https://find.wellspent.co/advisors/jeffrey-conway.md) | Conway Partners | Incline Village, Nevada | | Percentage of assets, Fixed fees | | [Kim Nordmo](https://find.wellspent.co/advisors/kim-nordmo.md) | Artience Capital | Gardnerville, Nevada | | Percentage of assets, Hourly | | [Jeffery Powell](https://find.wellspent.co/advisors/jeffery-powell.md) | Elevage Partners | Reno, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Joshua Mclain](https://find.wellspent.co/advisors/joshua-mclain.md) | Sunset Retire | Las Vegas , Nevada | | Percentage of assets, Hourly, Fixed fees | | [Lori Powell](https://find.wellspent.co/advisors/lori-powell.md) | Elevage Partners | Reno, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Ryan Nelson](https://find.wellspent.co/advisors/ryan-nelson-6597606.md) | Alchemy Wealth Management | Reno, Nevada | | Percentage of assets | | [Brandon Cruz](https://find.wellspent.co/advisors/brandon-cruz.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Christina Johnson](https://find.wellspent.co/advisors/christina-johnson.md) | 3rd Creek | Reno, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Daniel Carter](https://find.wellspent.co/advisors/daniel-carter.md) | Sierra Management Group | Reno, Nevada | | Percentage of assets, Hourly | | [Dave Straley](https://find.wellspent.co/advisors/dave-straley.md) | 3rd Creek | Incline Village, 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 | | [Harris Kirschner](https://find.wellspent.co/advisors/harris-kirschner.md) | 3rd Creek | Incline Village, 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 | | [Michael Mellberg](https://find.wellspent.co/advisors/michael-mellberg.md) | Michael Mellberg CPA | Reno, Nevada | | Percentage of assets, Hourly | ## Related - [Retirement planning in Nevada](https://find.wellspent.co/specialties/retirement-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) - [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).