Fee-OnlyFinder

% of assets managed in Las Vegas, NV

52 advisers in Las Vegas offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 52

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 reportedAxos Invest, INC9205 W Russell Road, Suite 400 · Las Vegas, NV 89148 · (858) 376-6055 · Flat / fixed feesCRD 150953 · % of assets, Fixed fees · $150.8 million 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 reportedBauman Wealth Advisors10501 W Gowan Rd, Suite #100 · Las Vegas, NV 89129 · (702) 897-9997 · % of assets managedCRD 153061 · % of assets · $206.4 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 reportedCrinite Financial Strategies10091 Park Run Dr, Suite 200 · Las Vegas, NV 89145 · (702) 212-1120 · % of assets managedCRD 122971 · % of assets · $60.0 million AUMState 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 reported
Dna 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 reportedErk 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 reportedFinley Financial, LLC11421 Rain Canyon Ave, 102 · Las Vegas, NV 89135 · (503) 474-3535 · % of assets managedCRD 131442 · % of assets · $259.8 million AUMSEC 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 reportedGlobal Macro Asset Management LLC3753 Howard Hughes Parkway, Suite 200 · Las Vegas, NV 89169 · (702) 476-4558 · % of assets managedCRD 171568 · % of assets · $2.7 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 reportedGsp Financial Strategies3267 E. Warm Springs Rd · Las Vegas, NV 89120 · (702) 405-9563 · Hourly feesCRD 145725 · % of assets, Hourly charges · $8.2 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 reportedHoussels Capital Management, LLC2820 W. Charleston Blvd., Ste. 20 · Las Vegas, NV 89102 · (702) 252-3270 · % of assets managedCRD 121086 · % of assets, Performance-based fees · $51.3 million AUMState registeredNo commissions reportedIgnis Capital Advisors LLC7495 W Azure Drive, Suite 257 · Las Vegas, NV 89130 · (702) 278-1899 · % of assets managedCRD 336410 · % of assets · $6.1 million AUMState registeredNo commissions reportedInfinity Wealth Coaching, LLC5315 S Conquistador St · Las Vegas, NV 89148 · (702) 493-6174 · % of assets managedCRD 292099 · % of assets · $6.6 million AUMState registeredNo commissions reportedInvestment Management Consultants7390 W. Sahara Avenue, Suite 290 · Las Vegas, NV 89117 · (702) 869-0330 · Hourly feesCRD 122718 · % of assets, Hourly charges, Fixed fees · $440.3 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 reportedManhattan Global Asset Management LLC3753 Howard Hughes Pkwy, #200 · Las Vegas, NV 89169 · (702) 784-7616 · % of assets managedCRD 334452 · % of assets · $205.5 million AUMSEC registeredNo commissions reportedMcBroom & Associates, LLC1635 Village Center Cir, Ste 140 · Las Vegas, NV 89134 · (702) 267-6649 · % of assets managedCRD 151187 · % of assets · $242.1 million AUMSEC 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 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 reportedRareview Capital LLC10785 W. Twain Avenue, Suite 210 · Las Vegas, NV 89135 · (212) 475-8664 · Flat / fixed feesCRD 284474 · % of assets, Fixed fees · $537.5 million AUMSEC 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 reportedReynolds Capital Management, LLC125 E. Harmon Avenue, #102 · Las Vegas, NV 89109 · (415) 265-7167 · % of assets managedCRD 107711 · % of assets · $74.2 million AUMSEC 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 reportedWinans Investments410 S. Rampart Blvd., Suite 390 · Las Vegas, NV 89145 · (800) 494-6267 · % of assets managedCRD 107125 · % of assets · $305.6 million AUMSEC registeredNo commissions reported