DIAZO, LLC
Henderson, NV
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
702-745-1800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NV
93 advisers found
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
AUM
$214.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
775-850-5620
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
ATHENA WEALTH MANAGEMENT, LLC
Reno, NV
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(408) 684-3705
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
775-738-4430
ELEVAGE PARTNERS, LLC
Reno, NV
AUM
$154.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(800) 725-1622
CURTIS WEALTH MANAGEMENT LLC
Henderson, NV
AUM
$148.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
702-720-3551
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
GW FINANCIAL
Reno, NV
AUM
$133.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
714-850-0534
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
SIERRA MANAGEMENT GROUP
Reno, NV
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
775-284-2552
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
VERITAS WEALTH ADVISORS
Reno, NV
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
775-324-7878
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
POWERHOUSE FINANCIAL ADVISORS, INC.
Minden, NV
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
775-266-8867
DESERT CAPITAL ADVISORS, LLC
Henderson, NV
AUM
$81.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
702-640-0923
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
CAVALOT CAPITAL
Incline Village, NV
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
720-238-0153
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
KMI WEALTH ADVISORS
Reno, NV
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
775-223-1484