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Find Retirement Advisors for Retirement Planning in Reno, Nevada
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 you 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 registrations check. 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 Reno, Nevada
Last Updated - April 13, 2024Reno has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Reno, Nevada have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Reno, 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Reno, Nevada (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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) |
| 2 | 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 |
| 3 | NAVELLIER & ASSOCIATES INC One E. Liberty, Suite 504, Reno, NV, 89501-2107 | $661,151,580 | 1438 | 24 | A Percentage of AUM, Performance Based |
| 4 | RB CAPITAL MANAGEMENT, LLC 5365 Reno Corporate Dr., Suite 200 Reno, NV, 89511 | $628,339,624 | 1267 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | AMERICAN WEALTH MANAGEMENT 570 Hammill Lane, Reno, NV, 89511 | $501,408,277 | 815 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 6 | KENT LAKE CAPITAL LLC 300 East 2nd Street, Suite 1510 # 1033 Reno, NV, 89501 | $412,535,000 | 1 | 4 | A Percentage of AUM, Performance Based |
| 7 | PILGRIM GLOBAL ADVISORS LLC 4785 Caughlin Parkway, Reno, NV, 89519 | $300,646,677 | 1 | 2 | A Percentage of AUM |
| 8 | HALLADOR INVESTMENT ADVISORS, INC. 5485 Kietzke Lane, Reno, NV, 89511 | $295,649,263 | 33 | 8 | A Percentage of AUM, Performance Based |
| 9 | FORTIS CAPITAL ADVISORS, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700 Reno, NV, 89521 | $245,306,103 | 740 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. 4741 Caughlin Parkway, Suite 3 Reno, NV, 89519 | $184,473,975 | 318 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | SCHULTZ FINANCIAL GROUP INCORPORATED 5190 Neil Road, Suite 450 Reno, NV, 89502 | $177,364,986 | 424 | 6 | Hourly charges, Fixed Fees |
| 12 | ELEVAGE PARTNERS, LLC 5470 Kietzke Lane, Suite 300 Reno, NV, 89511 | $162,468,255 | 803 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 13 | GK WEALTH MANAGEMENT LLC 98 Winter Street Reno, Reno, NV, 89503 | $135,894,901 | 1327 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | VANTAGE WEALTH PLANNING 3748 Lakeside Dr., Suite 100 Reno, NV, 89509 | $134,856,421 | 578 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | PARADIGM CAPITAL MANAGEMENT 6170 Ridgeview Court, Suite F, Reno, NV, 89519 | $133,885,693 | 272 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Reno, Nevada
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# 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# 125678
Assets Under Management $628,339,624
No. Of Clients1267
Clients Per Financial Advisor91
RB CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $628M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1267 clients. The team consists of 14 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
QualificationsFirm CRD# 122205
Assets Under Management $501,408,277
No. Of Clients815
Clients Per Financial Advisor91
AMERICAN WEALTH MANAGEMENT is a financial advisory firm situated in Reno, Nevada. With a nearly $501M assets under management, the firm specializes in crafting personalized retirement planning solutions for 815 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
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 299642
Assets Under Management $412,535,000
No. Of Clients1
Clients Per Financial Advisor0
KENT LAKE CAPITAL LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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# 323259
Assets Under Management $300,646,677
No. Of Clients1
Clients Per Financial Advisor1
PILGRIM GLOBAL ADVISORS LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 141335
Assets Under Management $295,649,263
No. Of Clients33
Clients Per Financial Advisor4
HALLADOR INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Reno, Nevada. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 309709
Assets Under Management $245,306,103
No. Of Clients740
Clients Per Financial Advisor34
FORTIS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 740 clients. The team consists of 22 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# 131562
Assets Under Management $184,473,975
No. Of Clients318
Clients Per Financial Advisor64
OPEN WINDOW FINANCIAL SOLUTIONS, LTD. is a financial advisory firm situated in Reno, Nevada. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 318 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
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 108724
Assets Under Management $177,364,986
No. Of Clients424
Clients Per Financial Advisor71
SCHULTZ FINANCIAL GROUP INCORPORATED is a financial advisory firm situated in Reno, Nevada. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 158386
Assets Under Management $162,468,255
No. Of Clients803
Clients Per Financial Advisor73
ELEVAGE PARTNERS, LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 803 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 296847
Assets Under Management $135,894,901
No. Of Clients1327
Clients Per Financial Advisor664
GK WEALTH MANAGEMENT LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1327 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 173929
Assets Under Management $134,856,421
No. Of Clients578
Clients Per Financial Advisor289
VANTAGE WEALTH PLANNING is a financial advisory firm situated in Reno, Nevada. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 578 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 120805
Assets Under Management $133,885,693
No. Of Clients272
Clients Per Financial Advisor136
PARADIGM CAPITAL MANAGEMENT is a financial advisory firm situated in Reno, Nevada. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 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
Financial Planning Services
- Portfolio Management for Individuals
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