THE AMERIFLEX GROUP
Las Vegas, NV
AUM
$9.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
181 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(702) 987-9730
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NV, LAS VEGAS
44 advisers found
THE WEALTH CONSULTING GROUP
Las Vegas, NV
AUM
$6.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
131 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702-263-1919
THE INVESTMENT COUNSEL COMPANY
Las Vegas, NV
AUM
$2.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
702-871-8510
ARISTA WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
702-309-9970
BUCKLEY WEALTH
Las Vegas, NV
AUM
$644.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702-805-1010
KINGSBRIDGE WEALTH MANAGEMENT, INC.
Las Vegas, NV
AUM
$469.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PROJECT ADMINISTRATION FEES
702-947-5160
AMERICAN RETIREMENT PLANNING GROUP INC
Las Vegas, NV
AUM
$348.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702-655-8300
MISSION FINANCIAL GROUP, LLC
Las Vegas, NV
AUM
$310.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
808-445-9965
ONE WEALTH MAP, LLC
Las Vegas, NV
AUM
$287.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +4 more
702-470-2660
WHALEN FINANCIAL
Las Vegas, NV
AUM
$223.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
702-878-3900
SKYOAK CAPITAL, INC.
Las Vegas, NV
AUM
$219.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
800-971-8070
ADAPTIVE WEALTH ENGINEERING
Las Vegas, NV
AUM
$214.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702 838 9999
ULTA WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
702-478-4777
HOLM & CAWLEY FINANCIAL GROUP LLC
Las Vegas, NV
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
702-277-3945
FORTHRIGHT CAPITAL
Las Vegas, NV
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
725-712-3016
BACKBONE PLANNING PARTNERS LLC
Las Vegas, NV
AUM
$98.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702569716
ABUNDANT WEALTH STRATEGIES
Las Vegas, NV
AUM
$78.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
702-851-5858
ENDOWMENT PARTNERS LLC
Las Vegas, NV
AUM
$76.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
7028422000
MONEY MANAGERS, INC.
Las Vegas, NV
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(725) 254-5220
MONOCOT WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-366-3483
QTS RETIREMENT SERVICES LLC
Las Vegas, NV
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(800) 586-0549
SAHARA INVESTMENT GROUP
Las Vegas, NV
AUM
$52.6M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
702-907-0005
DOGWOOD CAPITAL MANAGEMENT
Las Vegas, NV
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
702-482-7969
GOLDEN YEARS FINANCIAL, LLC
Las Vegas, NV
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(702) 258-4455
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