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Find Retirement Advisors for Retirement Planning in Henderson, Nevada

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Henderson, Nevada

Last Updated - April 25, 2025

Henderson has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Henderson, Nevada have an average of 40 years of experience.

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List of Qualified Retirement Planning Advisors in Henderson, Nevada

VERIFIED

Summit Portfolio Management

Qualifications
Firm CRD# 111243
Series 7, 65, 66

Minimum Assets Required
Not Specified

Address

10091 Park Run Drive, Suite 110,
Las Vegas, NV 89145 See Details

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

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Top 7 Retirement Planning firms in Henderson, Nevada (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3535 Executive Terminal Drive, Suite 110, Ste 110 Henderson, NV, 89052	$1,813,040,549	11	18	A percentage of AUM, Performance Based
2	2600 Paseo Verde Parkway, Ste. 150 Henderson, NV, 89074-7167	$321,304,384	578	5	A percentage of AUM, Fixed fees
3	170 S Green Valley Pkwy, Suite 300 Henderson, NV, 89012	$267,130,014	1820	23	A percentage of AUM, Hourly charges, Fixed fees
4	1528 W. Warm Springs Rd #120, Henderson, NV, 89014	$188,574,674	690	11	A percentage of AUM, Hourly charges, Fixed fees
5	2400 W Horizon Ridge Pkwy, Henderson, NV, 89052	$155,768,876	346	6	A percentage of AUM, Hourly charges
6	170 S. Green Valley Parkway, Suite 300 (Office 351) Henderson, NV, 89012	$144,858,172	470	2	A percentage of AUM, Hourly charges, Fixed fees
7	2518 Anthem Village Dr, Suite 104, Henderson, NV, 89052	$132,663,742	467	5	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Henderson, Nevada

DIGITAL ALPHA ADVISORS, LLC

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QualificationsFirm CRD# 286351

Assets Under Management $1,813,040,549

No. Of Clients11

Clients Per Financial Advisor1

DIGITAL ALPHA ADVISORS, LLC is a financial advisory firm situated in Henderson, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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CAPSTONE CAPITAL WEALTH ADVISORS

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QualificationsFirm CRD# 123764

Assets Under Management $321,304,384

No. Of Clients578

Clients Per Financial Advisor116

CAPSTONE CAPITAL WEALTH ADVISORS is a financial advisory firm situated in Henderson, Nevada. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 578 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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CONFIDENCE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 127383

Assets Under Management $267,130,014

No. Of Clients1820

Clients Per Financial Advisor79

CONFIDENCE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Henderson, Nevada. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1820 clients. The team consists of 23 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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WEST RIDGE ADVISORS

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QualificationsFirm CRD# 282718

Assets Under Management $188,574,674

No. Of Clients690

Clients Per Financial Advisor63

WEST RIDGE ADVISORS is a financial advisory firm situated in Henderson, Nevada. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 690 clients. The team consists of 11 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

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QualificationsFirm CRD# 309710

Assets Under Management $155,768,876

No. Of Clients346

Clients Per Financial Advisor58

CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is a financial advisory firm situated in Henderson, Nevada. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 346 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

CURTIS WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 312245

Assets Under Management $144,858,172

No. Of Clients470

Clients Per Financial Advisor235

CURTIS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Henderson, Nevada. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 470 clients. The team consists of 2 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

DIAZO, LLC

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QualificationsFirm CRD# 324419

Assets Under Management $132,663,742

No. Of Clients467

Clients Per Financial Advisor93

DIAZO, LLC is a financial advisory firm situated in Henderson, Nevada. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Retirement Planners in Las Vegas, Nevada

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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