Fiduciary advisors in Nevada

69registered advisers
65fee-only verified

Zero state income tax makes Nevada a popular domicile for high-net-worth individuals, and the state's 69 SEC-registered fiduciary advisors reflect that draw. Fee-only practices account for 65. Las Vegas and Reno serve different clienteles -- gaming and entertainment wealth in the south, tech transplants from the Bay Area in the north.

Cities

Top advisors

1CONFIRMATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Incline Village, NevadaCRD #295180
Typical Fee--
AUM$556M
Minimum--
Clients9

ALJIAN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carson City, NevadaCRD #167381
Typical Fee--
AUM$576M
Minimum--
Clients1,085

AMERICAN RETIREMENT PLANNING GROUP INC

Clean RecordAlso Compensated via Brokerage
Las Vegas, NevadaCRD #108300
Typical Fee--
AUM$348M
Minimum--
Clients870

AMERICAN WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Reno, NevadaCRD #122205
Typical Fee--
AUM$761M
Minimum--
Clients897

ARISTA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #141504
Typical Fee--
AUM$1.0B
Minimum--
Clients1,883

ATHENA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #319373
Typical Fee1.75%
AUM$141M
Minimum--
Clients392

AXOS INVEST, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #150953
Typical Fee--
AUM$147M
Minimum--
Clients9,625

BACKBONE PLANNING PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #326699
Typical Fee1.50%
AUM$91M
Minimum--
Clients296

BALEEN CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #311438
Typical Fee--
AUM$193M
Minimum--
Clients3

BAUMAN WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Las Vegas, NevadaCRD #153061
Typical Fee--
AUM$193M
Minimum--
Clients495

BELPOINTE ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #143440
Typical Fee--
AUM$6.0B
Minimum--
Clients14,788

BOWERS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glenbrook, NevadaCRD #145476
Typical Fee--
AUM$299M
Minimum--
Clients425

BUCKLEY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #285823
Typical Fee--
AUM$583M
Minimum--
Clients594

BUFFERLABS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, NevadaCRD #337959
Typical Fee--
AUM$62M
Minimum--
Clients1

CAPSTONE CAPITAL WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, NevadaCRD #123764
Typical Fee--
AUM$408M
Minimum--
Clients551

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, NevadaCRD #309710
Typical Fee--
AUM$156M
Minimum--
Clients346

COLLABORATIVE FUND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #327121
Typical Fee--
AUM$145M
Minimum--
Clients3

CURTIS WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, NevadaCRD #312245
Typical Fee--
AUM$124M
Minimum--
Clients334

DIAZO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, NevadaCRD #324419
Typical Fee--
AUM$178M
Minimum--
Clients727

DIGITAL ALPHA ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, NevadaCRD #286351
Typical Fee--
AUM$2.4B
Minimum--
Clients13

DTCP USA LLC

Fee-Only, No ConflictsClean Record
Las Vegas, NevadaCRD #297884
Typical Fee--
AUM$650M
Minimum--
Clients6

ELEVAGE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #158386
Typical Fee--
AUM$147M
Minimum--
Clients978

FINLEY FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Las Vegas, NevadaCRD #131442
Typical Fee--
AUM$260M
Minimum--
Clients290

FORTHRIGHT CAPITAL ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #323596
Typical Fee--
AUM$65M
Minimum--
Clients882

FUND ASSET MANAGERS

Fee-Only, No ConflictsClean Record
Reno, NevadaCRD #315856
Typical Fee--
AUM$16M
Minimum--
Clients4

GK WEALTH MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Reno, NevadaCRD #296847
Typical Fee--
AUM$259M
Minimum--
Clients1,330

GUIDED CHOICE ASSET MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Reno, NevadaCRD #112674
Typical Fee--
AUM$7.7B
Minimum--
Clients86,775

GW FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #110478
Typical Fee--
AUM$110M
Minimum--
Clients252

HALLADOR INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #141335
Typical Fee--
AUM$315M
Minimum--
Clients14

INVESTMENT MANAGEMENT CONSULTANTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #122718
Typical Fee--
AUM$382M
Minimum--
Clients409

KAMICHU WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #295412
Typical Fee--
AUM$240M
Minimum--
Clients98

KEYSTATE ADVISORY, LLC

Fee-Only, No ConflictsClean Record
Las Vegas, NevadaCRD #156226
Typical Fee--
AUM$18.2B
Minimum--
Clients82

KINGSBARN CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Las Vegas, NevadaCRD #316562
Typical Fee--
AUM$2M
Minimum--
Clients2

KINGSBRIDGE INVESTMENT PARTNERS LLC

Fee-Only, No ConflictsClean Record
Las Vegas, NevadaCRD #336502
Typical Fee--
AUM$233M
Minimum--
Clients7

KINGSBRIDGE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #165560
Typical Fee--
AUM$380M
Minimum--
Clients215

MANHATTAN GLOBAL ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #334452
Typical Fee--
AUM$190M
Minimum--
Clients190

MCBROOM & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #151187
Typical Fee--
AUM$215M
Minimum--
Clients206

MILITIA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #335763
Typical Fee--
AUM$370M
Minimum--
Clients1

MISSION FINANCIAL GROUP, LLC

Clean RecordAlso Compensated via Brokerage
Las Vegas, NevadaCRD #311876
Typical Fee--
AUM$233M
Minimum--
Clients897

MKAM ETF LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #324607
Typical Fee--
AUM$8M
Minimum--
Clients1

NAVELLIER & ASSOCIATES INC

Fee-OnlyAlso Compensated via Product Sales
Reno, NevadaCRD #107568
Typical Fee--
AUM$1.0B
Minimum--
Clients1,303

OAK HARBOR CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Las Vegas, NevadaCRD #169089
Typical Fee--
AUM$508M
Minimum--
Clients18

ONE WEALTH MAP, LLC

Clean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #171750
Typical Fee--
AUM$1.1B
Minimum--
Clients1,314

OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #131562
Typical Fee--
AUM$246M
Minimum--
Clients346

PALISADE INVESTMENTS, LLC

Fee-Only, No Conflicts
Zephyr Cove, NevadaCRD #124776
Typical Fee--
AUM$513M
Minimum--
Clients1,085

PARADIGM CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #120805
Typical Fee--
AUM$160M
Minimum--
Clients291

PETERSON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sparks, NevadaCRD #285415
Typical Fee--
AUM$222M
Minimum--
Clients1,053

PILGRIM GLOBAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #323259
Typical Fee--
AUM$952M
Minimum--
Clients2

RAREVIEW CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #284474
Typical Fee--
AUM$424M
Minimum--
Clients35

RB CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Reno, NevadaCRD #125678
Typical Fee--
AUM$817M
Minimum--
Clients1,382
View all 69 advisors in Nevada
Fiduciary Financial Advisors in Nevada | FiduciaryListings