Fee-OnlyFinder

Financial planning in Las Vegas, NV

38 advisers in Las Vegas offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 38

Abundant Wealth Strategies1140 N. Town Center Drive, Ste 270 · Las Vegas, NV 89144 · (702) 851-5858 · Financial planningCRD 292295 · % of assets, Hourly charges · $78.9 million AUMState registeredNo commissions reportedAdaptive Wealth Engineering10091 Park Run Drive, #110 · Las Vegas, NV 89145 · (702) 838-9999 · Financial planningCRD 111243 · % of assets, Hourly charges, Fixed fees · $214.0 million AUMSEC registeredNo commissions reportedAmerican Retirement Planning Group INC1120 N. Town Center Dr., Suite 140 · Las Vegas, NV 89144 · (702) 655-8300 · Financial planningCRD 108300 · % of assets, Hourly charges, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedArista Wealth Management, LLC8876 Spanish Ridge Avenue, Suite 202 · Las Vegas, NV 89148 · (702) 309-9970 · Financial planningCRD 141504 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedBackbone Planning Partners LLC7477 West Lake Mead Blvd, Ste 270 · Las Vegas, NV 89128 · Financial planningCRD 326699 · % of assets, Hourly charges, Fixed fees · $98.4 million AUMSEC registeredNo commissions reportedBuckley Wealth10100 West Charleston Blvd., #213 · Las Vegas, NV 89135 · (702) 805-1010 · Financial planningCRD 285823 · % of assets, Hourly charges, Fixed fees · $644.0 million AUMSEC registeredNo commissions reportedDarby Wealth Planning LLC9205 West Russell Road, Suite 240 · Las Vegas, NV 89148 · (201) 875-5915 · Financial planningCRD 300291 · % of assets, Hourly charges, Fixed fees · $27.5 million AUMState registeredNo commissions reportedDna Financial9550 S Eastern Ave., Ste. 253 · Las Vegas, NV 89123 · (702) 750-2222 · Financial planningCRD 323069 · % of assets, Hourly charges, Subscription fees · $1.3 million AUMState registeredNo commissions reportedEcho Wealth Partners8930 W. Sunset Road, Suite 390 · Las Vegas, NV 89148 · (702) 992-3889 · Financial planningCRD 324584 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedEndowment Partners LLC300 S 4th Street, Ste 1015 · Las Vegas, NV 89101 · (702) 842-2000 · Financial planningCRD 306325 · % of assets, Fixed fees · $76.4 million AUMState registeredNo commissions reported
Erk Wealth Advisors, LLC10161 W Park Run Drive, Suite 150 · Las Vegas, NV 89145 · (818) 649-3940 · Financial planningCRD 336797 · % of assets, Hourly charges · $5.6 million AUMState registeredNo commissions reportedForthright Capital7251 W Lake Mead Blvd, Ste 300 · Las Vegas, NV 89128 · (725) 712-3011 · Financial planningCRD 323596 · % of assets, Hourly charges, Fixed fees · $107.7 million AUMSEC registeredNo commissions reportedFraser Asset Management300 S 4th Street, Suite 1015 · Las Vegas, NV 89101 · (702) 329-2849 · Financial planningCRD 300121 · % of assets · $3.6 million AUMState registeredNo commissions reportedGolden Years Financial, LLC7201 W Lake Mead Blvd, Suite 120 · Las Vegas, NV 89128 · (702) 258-4455 · Financial planningCRD 286458 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedHarvest Wealth Design & Management, LLC8970 W. Cheyenne Ave, Suite 110 · Las Vegas, NV 89129 · (702) 665-5209 · Financial planningCRD 286130 · % of assets, Hourly charges, Fixed fees · $3.4 million AUMState registeredNo commissions reportedHolm & Cawley Financial Group LLC5155 S Durango Drive, Ste# 102 · Las Vegas, NV 89113 · (702) 277-3945 · Financial planningCRD 150601 · % of assets, Hourly charges · $128.8 million AUMSEC registeredNo commissions reportedKingsbridge Wealth Management, INC.1140 N. Town Center Drive, Suite 265 · Las Vegas, NV 89144 · (702) 947-5160 · Financial planningCRD 165560 · % of assets, Other · $469.3 million AUMSEC registeredNo commissions reportedLegacy Wealth Group7881 W Charleston Blvd, Ste 155 · Las Vegas, NV 89117 · (702) 871-2727 · Financial planningCRD 340152 · % of assets, Hourly charges, Fixed fees · $67.4 million AUMState registeredNo commissions reportedM Stevens Wealth Advisors, LLC3753 Howard Hughes Parkway, Suite 200 · Las Vegas, NV 89169 · (702) 509-7000 · Financial planningCRD 291482 · % of assets, Hourly charges, Fixed fees · $7.1 million AUMState registeredNo commissions reportedMission Financial Group, LLC732 S. 6th St., #4119 · Las Vegas, NV 89101 · (808) 445-9965 · Financial planningCRD 311876 · % of assets, Hourly charges, Fixed fees · $310.9 million AUMSEC registeredNo commissions reportedMoney Managers, INC.7495 W Azure Drive, 110 · Las Vegas, NV 89130 · (725) 254-5220 · Financial planningCRD 151602 · % of assets, Hourly charges, Fixed fees · $69.7 million AUMState registeredNo commissions reportedMonocot Wealth Management, LLC10161 Park Run Drive, Ste 150 · Las Vegas, NV 89145 · (805) 366-3483 · Financial planningCRD 282687 · % of assets, Hourly charges, Fixed fees · $65.5 million AUMState registeredNo commissions reportedNtact Retirement Solutions2620 Regatta Drive, Suite 102 · Las Vegas, NV 89128 · (702) 804-4902 · Financial planningCRD 119382 · % of assets, Hourly charges, Fixed fees · $29.4 million AUMState registeredNo commissions reportedPandora Wealth, INC.1980 Festival Plaza, Suite 300 · Las Vegas, NV 89135 · (630) 230-6841 · Financial planningCRD 331816 · % of assets, Fixed fees · $285.0 million AUMSEC registeredNo commissions reportedPurposeful Planning5940 S. Rainbow Blvd. · Las Vegas, NV 89118 · (702) 806-6720 · Financial planningCRD 299221 · Hourly charges, Fixed fees, Other · $24.6 million AUMState registeredNo commissions reportedQts Retirement Services LLC8170 West Sahara Ave, Suite 100 · Las Vegas, NV 89117 · (800) 586-0549 · Financial planningCRD 333799 · % of assets, Fixed fees · $59.0 million AUMState registeredNo commissions reportedRader Wealth Management LLC8337 W Sunset Road, Suite 100 · Las Vegas, NV 89146 · (435) 773-2171 · Financial planningCRD 289152 · % of assets, Fixed fees · $18.9 million AUMState registeredNo commissions reportedRatio Capital8465 W. Sahara Ave, Suite 111-44 · Las Vegas, NV 89117 · (702) 301-6444 · Financial planningCRD 283357 · % of assets, Fixed fees · $24.0 million AUMState registeredNo commissions reportedRightwise Wealth10845 Griffith Peak Dr · Las Vegas, NV 89135 · (702) 986-0868 · Financial planningCRD 324252 · % of assets, Fixed fees · $13.7 million AUMState registeredNo commissions reportedSkyoak Capital, INC.6671 Las Vegas Blvd S, Suite 210 · Las Vegas, NV 89119 · (800) 971-8070 · Financial planningCRD 154248 · % of assets, Hourly charges, Fixed fees · $219.2 million AUMSEC registeredNo commissions reportedSterling Wealth Management9516 W. Flamingo Rd, Suite 205 · Las Vegas, NV 89147 · (702) 228-0500 · Financial planningCRD 283916 · % of assets, Hourly charges, Fixed fees · $37.3 million AUMState registeredNo commissions reportedStrategic Portfolio Advisors10161 Park Run Drive, Suite 150 · Las Vegas, NV 89145 · (702) 515-7445 · Financial planningCRD 132825 · % of assets, Hourly charges, Fixed fees · $97.4 million AUMState registeredNo commissions reportedThe Ameriflex Group8475 W. Sunset Road, Suite 101 · Las Vegas, NV 89113 · (702) 987-9730 · Financial planningCRD 305585 · % of assets, Hourly charges, Fixed fees · $9.7 billion AUMSEC registeredNo commissions reportedThe Investment Counsel Company10000 W. Charleston Blvd., Suite 280 · Las Vegas, NV 89135 · (702) 871-8510 · Financial planningCRD 19608 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedThe Wealth Consulting Group8925 West Post Road, 2nd Floor · Las Vegas, NV 89148 · (702) 263-1919 · Financial planningCRD 173194 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reportedTresco Financial, LLC8565 S. Eastern Avenue, Suite 150 · Las Vegas, NV 89123 · (702) 714-1535 · Financial planningCRD 291722 · % of assets, Fixed fees · $432,395 AUMState registeredNo commissions reportedUlta Wealth Management, LLC3311 South Rainbow Blvd., Suite 203 · Las Vegas, NV 89146 · (702) 478-4777 · Financial planningCRD 310879 · % of assets, Hourly charges, Fixed fees · $146.5 million AUMSEC registeredNo commissions reportedWhalen Financial7160 Rafael Rivera Way, Suite 220 · Las Vegas, NV 89113 · (702) 878-3900 · Financial planningCRD 311869 · % of assets, Fixed fees · $223.0 million AUMSEC registeredNo commissions reported