There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
have an average of
years of experience.
NOTE: The list of vetted financial advisors in Carson City, Nevada mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Carson City, Nevada.
123 W. Nye Lane, Suite 520,
Carson City, NV 89706
Firm CRD# 8032
Series 7, 9, 10, 31, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
123 W. Nye Lane, Suite 520,
NV 89706 Phone Number 775-364-0010
As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference. Passion Ignited My commitment to enhancing people's financial lives was kindled in 8th grade, sparked by a profile of a successful Certified Financial Planner (CFP®) professional. This marked the beginning of my journey to bring financial security to others. Education and Experience After earning a Bachelor's degree in Business Administration, specializing in Finance from California State University, East Bay, I honed my skills as a Senior Financial Analyst at EurekaBank, FSB. Managing a $1.2 billion investment portfolio provided me with a comprehensive understanding of capital markets, which today aids me in evaluating clients' savings and setting them on a secure path to retirement. Entrepreneurial Leap In 2007, my dedication led to my dream of becoming a CFP® professional. Five years later, I launched TruNorth Wealth Management, LLC, where we deliver customized, transformative financial solutions. Personal Life Away from work, I cherish time with my family: my high school sweetheart, Derek, our sons, Jake and Brian, granddaughter, Isabel, and our rescue dog, Lexy. Hobbies I have a keen interest in photography, with a focus on nature. Our family adventures often lead us to the Sierra Nevada Mountains for various outdoor activities. I also find tranquility in knitting, quilting, and sewing, contributing to the 200+ creations donated to Chemo Caps for Kids. I’m the host of the “Ready to Retire!” Financial Podcast – Here’s the link: https://link.chtbl.com/ReadyToRetire
We've been serving our clients' needs for more than 20 years. You can trust us with one of the most important decisions of your life: when to stop working. When you're dealing with the uncertainties that come with transitioning from being a net saver to a net spender, you get the guidance you need to connect the dots and feel greater confidence in your financial future.
Advisory Services Provided:
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
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
|No. of Advisors
|No. of Clients
ALJIAN CAPITAL MANAGEMENT
600 E. William Street, Suite 208, Carson City, NV 89706
A Percentage of AUM
A financial advisor in Nevada can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.
Financial advisors in Nevada that offer investment management services may recommend several types of investment products, including stocks, bonds, mutual funds, and alternative investments. These advisors may also assist in monitoring your investments and suggest portfolio adjustments when necessary. If you're feeling unsure about investment decisions, portfolio strategies, risk management, tax considerations, and other essential aspects of financial planning, we recommend exploring the following 8 questions you can pose to an advisor regarding your investment portfolio.
Many financial advisors in Nevada are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you minimize your taxes by analyzing your current tax situation, identifying tax-saving strategies, and recommending tax-efficient investment options. However, WiserAdvisor's directory for the state of Nevada may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
Yes, there are financial advisors who specialize in working with specific industries or professions. Whether you're a medical professional, business owner, athlete, or in other specialized fields, you may benefit from the assistance of a financial advisor. These financial professionals can offer tailored guidance due to their deep understanding of industry-specific financial challenges and opportunities. When searching for a financial advisor with experience in a specific industry or profession, it's essential to research their background, qualifications, and expertise to ensure they have the necessary knowledge to address your financial goals and challenges effectively. To further explore how financial advisors listed on our directory for the state of Nevada can support you, learn more about the different types of financial advisors and their areas of expertise.
When choosing a financial advisor in Nevada, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, learn more about the different types of financial advisors so you can ensure that you choose one that best fits your needs.
Financial advisors listed on our directory for the state of Nevada offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.
When comparing different financial advisors in Nevada, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history through FINRA's BrokerCheck tool. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare up to 3 vetted advisors in Nevada, specifically tailored to your financial needs and goals.
Financial advisors in Nevada specialize in services for small business owners and entrepreneurs, offering tailored solutions such as business financial planning, tax strategies, retirement planning, succession planning, and customized investment advice to meet local financial needs. They assist with navigating local tax laws, uncovering tax incentives, and supporting informed financial decisions for business growth and protection. Moreover, their expertise in Nevada's business landscape provides valuable insights into the financial challenges and opportunities specific to the state. Read more about if you need a financial advisor as a small business owner if you find yourself uncertain about the need for services tailored to entrepreneurs.
Yes, a financial advisor in Nevada can help you with college savings and planning for your children's education. These advisors can analyze your finances, assess your savings goals, and recommend investment strategies. Additionally, they may provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.
There are multiple benefits to hiring a financial advisor in Nevada. Financial advisors are finance professionals who help you by providing you with professional guidance and strategies to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, we recommend reading about the benefits of working with a financial advisor.
Yes, there are financial advisors in Nevada who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if you started late.
The typical minimum asset requirement for working with a financial advisor in Nevada can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.
How often you should meet with your financial advisor in Nevada may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
To evaluate the performance of your financial advisor in Nevada, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.