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Find Retirement Advisors for Retirement Planning in Nevada
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Nevada, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Nevada
Last Updated - September 5, 2024Nevada has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 67 non-vetted advisors in your local area. These retirement advisors in Nevada have an average of 32 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Nevada
VERIFIEDDanette Lowe
CFP®
TruNorth Wealth
Qualifications
CRD# 3257893
Firm CRD# 8032
Series 7, 9, 10, 31, 66
Minimum Assets Required
$15,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 111243
Series 7, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Nevada (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FHN FINANCIAL MAIN STREET ADVISORS, LLC 10655 Park Run Drive, Suite 120 Las Vegas, NV, 89144 | $21,495,960,000 | 30 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169 | $16,666,770,589 | 127 | 8 | A Percentage of AUM, Fixed Fees |
| 3 | GUIDED CHOICE ASSET MANAGEMENT, INC. 200 S Virginia Street, Suite 310 Reno, NV, 89501 | $6,107,388,811 | 106443 | 26 | A Percentage of AUM, Fixed Fees, Other (IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB) |
| 4 | BELPOINTE ASSET MANAGEMENT LLC 500 Damonte Ranch Parkway, Building 700, Unit 700 Reno, NV, 89521 | $3,855,302,523 | 16063 | 226 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | THE AMERIFLEX GROUP 8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113 | $3,423,013,375 | 6588 | 85 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148 | $2,795,803,920 | 11436 | 272 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | DALTON INVESTMENTS, INC. 4220 S. Maryland Parkway, Suite 205a Las Vegas, NV, 89119 | $2,406,511,672 | 32 | 39 | A Percentage of AUM, Fixed Fees, Performance Based |
| 8 | ZAZOVE ASSOCIATES LLC 1001 Tahoe Blvd, Incline Village, NV, 89451 | $2,278,112,186 | 82 | 25 | A Percentage of AUM, Performance Based |
| 9 | TRASIMENE CAPITAL MANAGEMENT, LLC 1701 Village Center Circle, Las Vegas, NV, 89134 | $2,096,495,916 | 1 | 9 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | TOMALES BAY CAPITAL 5940 S Rainbow Blvd, Ste 400 Pmb 86804 Las Vegas, NV, 89118-2507 | $1,845,109,012 | 33 | 4 | A Percentage of AUM, Performance Based |
| 11 | DIGITAL ALPHA ADVISORS, LLC 3535 Executive Terminal Drive, Suite 110, Ste 110 Henderson, NV, 89052 | $1,415,612,243 | 8 | 17 | A Percentage of AUM, Performance Based |
| 12 | THE INVESTMENT COUNSEL COMPANY 10000 W. Charleston Blvd., Suite 280 Las Vegas, NV, 89135 | $1,180,739,616 | 1397 | 18 | A Percentage of AUM, Fixed Fees |
| 13 | LEGALIST 195 Hwy. 50, No. 7172-210 Stateline, NV, 89449 | $819,690,627 | 11 | 34 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 14 | NAVELLIER & ASSOCIATES INC One E. Liberty, Suite 504, Reno, NV, 89501-2107 | $661,151,580 | 1438 | 24 | A Percentage of AUM, Performance Based |
| 15 | EVOLUTION CAPITAL MANAGEMENT LLC 10 Stateline Road, Crystal Bay, NV, 89402 | $645,926,042 | 6 | 13 | Performance Based |
Information on Top Retirement Planning firms in Nevada
QualificationsFirm CRD# 133719
Assets Under Management $21,495,960,000
No. Of Clients30
Clients Per Financial Advisor6
FHN FINANCIAL MAIN STREET ADVISORS, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 156226
Assets Under Management $16,666,770,589
No. Of Clients127
Clients Per Financial Advisor16
KEYSTATE ADVISORY, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 112674
Assets Under Management $6,107,388,811
No. Of Clients106443
Clients Per Financial Advisor4094
GUIDED CHOICE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Reno, Nevada. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 106443 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 143440
Assets Under Management $3,855,302,523
No. Of Clients16063
Clients Per Financial Advisor71
BELPOINTE ASSET MANAGEMENT LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16063 clients. The team consists of 226 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 305585
Assets Under Management $3,423,013,375
No. Of Clients6588
Clients Per Financial Advisor78
THE AMERIFLEX GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6588 clients. The team consists of 85 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 173194
Assets Under Management $2,795,803,920
No. Of Clients11436
Clients Per Financial Advisor42
THE WEALTH CONSULTING GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11436 clients. The team consists of 272 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 308609
Assets Under Management $2,406,511,672
No. Of Clients32
Clients Per Financial Advisor1
DALTON INVESTMENTS, INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104751
Assets Under Management $2,278,112,186
No. Of Clients82
Clients Per Financial Advisor3
ZAZOVE ASSOCIATES LLC is a financial advisory firm situated in Incline Village, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 306793
Assets Under Management $2,096,495,916
No. Of Clients1
Clients Per Financial Advisor0
TRASIMENE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 298932
Assets Under Management $1,845,109,012
No. Of Clients33
Clients Per Financial Advisor8
TOMALES BAY CAPITAL is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 286351
Assets Under Management $1,415,612,243
No. Of Clients8
Clients Per Financial Advisor0
DIGITAL ALPHA ADVISORS, LLC is a financial advisory firm situated in Henderson, Nevada. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 19608
Assets Under Management $1,180,739,616
No. Of Clients1397
Clients Per Financial Advisor78
THE INVESTMENT COUNSEL COMPANY is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1397 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 297876
Assets Under Management $819,690,627
No. Of Clients11
Clients Per Financial Advisor0
LEGALIST is a financial advisory firm situated in Stateline, Nevada. With a nearly $820M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 107568
Assets Under Management $661,151,580
No. Of Clients1438
Clients Per Financial Advisor60
NAVELLIER & ASSOCIATES INC is a financial advisory firm situated in Reno, Nevada. With a nearly $661M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1438 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 161668
Assets Under Management $645,926,042
No. Of Clients6
Clients Per Financial Advisor0
EVOLUTION CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Crystal Bay, Nevada. With a nearly $646M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
Retirement Planners Near You
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