Fee-OnlyFinder

Advisers in Reno, NV

28 advisers in Reno — 28 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (22)Hourly fees (20)Flat / fixed fees (20)% of assets managed (26)Retirement plan consulting (12)

All advisers

Advowealth Advisors, LLC201 W Liberty Street, Suite 207 · Reno, NV 89501 · (775) 996-5672 · Financial planningCRD 140034 · % of assets, Hourly charges, Fixed fees · $53.5 million AUMState registeredNo commissions reportedAmerican Wealth Management570 Hammill Lane · Reno, NV 89511 · (775) 332-7000 · Financial planningCRD 122205 · % of assets, Hourly charges, Fixed fees · $760.5 million AUMSEC registeredNo commissions reportedAthena Wealth Management, LLC540 W. Plumb Lane, #201 · Reno, NV 89509 · (408) 684-3705 · Financial planningCRD 319373 · % of assets, Hourly charges, Fixed fees · $174.0 million AUMSEC registeredNo commissions reportedBelpointe Asset Management LLC500 Damonte Ranch Parkway, Building 700, Unit 700 · Reno, NV 89521 · (203) 629-3300 · Financial planningCRD 143440 · % of assets, Hourly charges, Fixed fees · $7.6 billion AUMSEC registeredNo commissions reportedCunningham Investment Management, LLC9190 Double Diamond Parkway, Suite 135 · Reno, NV 89521 · (775) 354-1969 · % of assets managedCRD 151389 · % of assets · $27.2 million AUMState registeredNo commissions reportedDiscretionary INC.5470 Kietzke Lane · Reno, NV 89511 · (775) 432-7671 · Financial planningCRD 329342 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedElevage Partners, LLC5470 Kietzke Lane, Suite 300 · Reno, NV 89511 · (800) 725-1622 · Financial planningCRD 158386 · % of assets, Hourly charges, Fixed fees · $154.6 million AUMSEC registeredNo commissions reportedGk Wealth Management LLC98 Winter Street · Reno, NV 89503 · (775) 354-6622 · Financial planningCRD 296847 · % of assets, Hourly charges, Fixed fees · $258.8 million AUMSEC registeredNo commissions reportedGuided Choice Asset Management, INC.200 S Virginia Street, Suite 310 · Reno, NV 89501 · (888) 675-4532 · Financial planningCRD 112674 · % of assets, Fixed fees, Other · $8.5 billion AUMSEC registeredNo commissions reportedGw Financial5470 Kietzke Lane, Suite 300 · Reno, NV 89511 · (714) 850-0534 · Financial planningCRD 110478 · % of assets, Hourly charges, Fixed fees · $133.8 million AUMSEC registeredNo commissions reported
Hallador Investment Advisors, INC.5485 Kietzke Lane · Reno, NV 89511 · (775) 548-1730 · % of assets managedCRD 141335 · % of assets, Performance-based fees, Other · $270.7 million AUMSEC registeredNo commissions reportedKeystone Wealth Advisors, LLC401 Ryland Street, Suite #300 · Reno, NV 89502 · (775) 786-4900 · Financial planningCRD 317823 · % of assets, Hourly charges, Fixed fees · $38.8 million AUMState registeredNo commissions reportedKlaraos, LLC239 South Sierra Street · Reno, NV 89501 · (775) 831-5546 · Flat / fixed feesCRD 115044 · % of assets, Fixed fees · $18.2 million AUMState registeredNo commissions reportedKmi Wealth Advisors375 Vassar St · Reno, NV 89502 · (775) 223-1484 · Financial planningCRD 313218 · % of assets, Hourly charges, Fixed fees · $54.9 million AUMState registeredNo commissions reportedMichael Mellberg Investment Advisor1755 East Plumb Lane, Suite 216 · Reno, NV 89502 · (775) 323-8131 · Financial planningCRD 311833 · % of assets, Hourly charges · $6.7 million AUMState registeredNo commissions reportedNavellier & Associates INCOne E. Liberty, Suite 504 · Reno, NV 89501 · (775) 785-2300 · % of assets managedCRD 107568 · % of assets, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedOpen Window Financial Solutions, LTD.4741 Caughlin Parkway, Suite 3 · Reno, NV 89519 · (775) 827-0670 · Financial planningCRD 131562 · % of assets, Hourly charges, Fixed fees · $284.4 million AUMSEC registeredNo commissions reportedParadigm Capital Management6170 Ridgeview Court, Suite F · Reno, NV 89519 · (775) 829-8787 · % of assets managedCRD 120805 · % of assets · $173.4 million AUMSEC registeredNo commissions reportedRb Capital Management, LLC5365 Reno Corporate Dr., Suite 200 · Reno, NV 89511 · (775) 993-2900 · Financial planningCRD 125678 · % of assets, Hourly charges, Fixed fees · $930.6 million AUMSEC registeredNo commissions reportedResource Capital Management, LLC2285 Hedgewood Dr. · Reno, NV 89509 · (775) 351-6489 · Flat / fixed feesCRD 162781 · Fixed fees, Performance-based fees · $180,000 AUMSEC registeredNo commissions reportedRsw Wealth Management6566 S. McCarran Blvd, Suite a · Reno, NV 89509 · (775) 825-7637 · Financial planningCRD 284240 · % of assets, Hourly charges, Fixed fees · $51.0 million AUMState registeredNo commissions reportedSanchez Gaunt Capital Management, LLC9160 Double Diamond Parkway, Suite 100 · Reno, NV 89521 · (775) 800-1801 · Financial planningCRD 336187 · % of assets · $285.8 million AUMSEC registeredNo commissions reportedSchultz Financial Group Incorporated5190 Neil Road, Suite 450 · Reno, NV 89502 · (775) 850-5620 · Financial planningCRD 108724 · Hourly charges, Fixed fees · $214.8 million AUMSEC registeredNo commissions reportedSierra Management Group5255 Longley Lane, Suite 101 · Reno, NV 89511 · (775) 284-2552 · Financial planningCRD 307227 · % of assets, Hourly charges · $127.1 million AUMSEC registeredNo commissions reportedTrident Capital Advisors, LLC3650 Mayberry Drive, Suite 101-5 · Reno, NV 89509 · (775) 737-3485 · Financial planningCRD 305177 · % of assets, Hourly charges, Fixed fees · $45.5 million AUMState registeredNo commissions reportedVantage Wealth Planning3748 Lakeside Dr., Suite 100 · Reno, NV 89509 · (775) 502-8484 · Financial planningCRD 173929 · % of assets, Hourly charges, Fixed fees · $264.7 million AUMSEC registeredNo commissions reportedVeritas Wealth Advisors140 West Huffaker Lane, Ste 510 · Reno, NV 89511 · (775) 324-7878 · Financial planningCRD 149762 · % of assets, Hourly charges, Other · $99.0 million AUMState registeredNo commissions reportedWestern Level Advisors LLC527 Lander Street · Reno, NV 89509 · (415) 596-2464 · Financial planningCRD 323014 · % of assets, Hourly charges, Fixed fees · $23.7 million AUMState registeredNo commissions reported
Talking to advisers in Reno? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.