PURPOSEFUL PLANNING
Las Vegas, NV
AUM
$24.6M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
702-806-6720
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NV
107 advisers found
RATIO CAPITAL
Las Vegas, NV
AUM
$24.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(702) 301-6444
KLARAOS, LLC
Reno, NV
AUM
$18.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-831-5546
SG FINANCIAL
Henderson, NV
AUM
$18.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702-420-2554
WHITE ASPEN CAPITAL LLC
Henderson, NV
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
310-498-0620
MELISSA MATSON LLC
Henderson, NV
AUM
$15.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Commissions
7028185585
AVALON WEALTH PARTNERS
Henderson, NV
AUM
$10.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
702-342-8660
ECHO WEALTH PARTNERS
Las Vegas, NV
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(702) 992-3889
GSP FINANCIAL STRATEGIES
Las Vegas, NV
AUM
$8.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
702-405-9563
RIGHTWISE WEALTH
Las Vegas, NV
AUM
$7.8M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
702-986-0868
M STEVENS WEALTH ADVISORS, LLC
Las Vegas, NV
AUM
$7.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702-509-7000
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
775-323-8131
FED ADVISORS, INC
Henderson, NV
AUM
$5.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
888-333-1123
FRASER ASSET MANAGEMENT
Las Vegas, NV
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(702)329-2849
WEALTH IN YOURSELF LLC
Zephyr Cove, NV
AUM
$3.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
415-915-5948
GLOBAL MACRO ASSET MANAGEMENT LLC
Las Vegas, NV
AUM
$2.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(702) 476-4558
DISCRETIONARY INC.
Reno, NV
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
775-432-7671
DNA FINANCIAL
Las Vegas, NV
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(702) 750-2222
WOLF PACK WEALTH
Reno, NV
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
775-221-7795
RESOURCE CAPITAL MANAGEMENT, LLC
Reno, NV
AUM
$180K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; Performance-based fees
775 351-6489
INVESTMENT MANAGEMENT CONSULTANTS
Las Vegas, NV
AUM
$440.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
702-869-0330
Full profileNo website
AUM
$268.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-695-6114
Full profileNo website
AUM
$258.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(702) 324-4324
Full profileNo website
MCBROOM & ASSOCIATES, LLC
Las Vegas, NV
AUM
$242.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
702-267-6649
Full profileNo website