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Find Top Financial Advisors in Henderson, Nevada

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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.

Finding the Top Financial Advisor in Henderson, Nevada
Last Updated - 13-May-2022

Henderson has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 43 non-vetted advisors in your local area. These financial advisors in Henderson , Nevada have an average of 14 years of experience.

NOTE: The list of financial advisors in Henderson , Nevada mentioned below do 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 Henderson , Nevada .

Qualified Financial Advisors in Henderson, Nevada
Financial Advisor Experience AUM Minimum Assets Fee Structure
Mahesh Odhrani
CFP®, ChFC®, AIF®
STRATEGIC WEALTH DESIGN
2190 E. Pebble Rd.,
Las Vegas, NV 89123
18 $1100000 $250,000 Fee-Based
Mark I Bailey
SELECT WEALTH ADVISERS
2450 St. Rose Pkwy, Suite 210,
Henderson, NV 89074
10 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Henderson

Qualifications CRD# 4695218
FirmCRD# 134139
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 2190 E. Pebble Rd.,
Suite 260,
Las Vegas,
NV
89123
Phone Number 702-907-7444

Book an appointment here: https://www.strategicwd.com/calendar-mahesh Mahesh is the founder and President of Strategic Wealth Design, an independent financial services firm in Las Vegas, NV. The firm was founded on Mahesh's vision, to enrich the lives of people we touch by helping them create financial freedom and security. The firm specializes in working with physicians, dentists, and business owners, helping them reduce taxes, optimize savings, and invest efficiently. Mahesh is passionate about leadership and is naturally drawn towards helping and leading organizations in his community. He is often invited to speak to large groups about how to achieve financial balance in their lives. As you can see from the alphabet soup after Mahesh's name, he values education and is constantly learning to perfect the art of financial planning. Mahesh continuously shares his knowledge in industry groups and trains financial advisors to improve their own practices. In his downtime, he enjoys spending time with his wife, Mamta, and three children (Nirvan, Rehan, and Yasmin) doing something fun like watching superhero films, hiking, swimming, exercising, and travelling. When he is able to get some quiet time on his own (usually around 5 AM), Mahesh meditates to get grounded for the day ahead.

About Strategic Wealth Design

At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you'll be okay no matter what happens) and Financial Freedom (enough net worth that you don't have to work if you don't want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want. That is why we serve busy families, small business owners, and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses. Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you: Get financially organized Protect your income and wealth Gain tax efficiencies Reduce financial waste Save and invest more Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.

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, Insurance Products & Annuities


Qualifications CRD# 6040900
FirmCRD# 171991
Series 6, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 2450 St. Rose Pkwy, Suite 210,
Henderson,
NV
89074
Phone Number 702-888-3280

I am not your ordinary investment advisor. With access to Nobel Prize-winning strategies and asset management structures usually reserved for institutional clients, I help investors grow their portfolios while offering protection during volatile markets. Unlike other advisors, were true fiduciaries  which means were not tied to specific investment or insurance products. Instead, we build asset structures that are specifically designed for each clients goals, life strategies and risk tolerance. My focus areas: 1. Retirement & Investment Planning: 401k Rollovers, IRAs, ROTHs and Annuities, etc. I also evaluate your employer 401ks so that your allocations match your risk tolerance. 2. Personal Financial Risk Management: I build current life, disability and long term care insurance plans which provide the optimal mix of protection and asset appreciation. 3. Tax Efficiency: I structure a financial plan which reduces both your current and future tax liabilities. 4. Estate, Trust and Succession Planning: I structure your estate to protect both your assets and your legacy. Select Wealth Advisers is a full service, fiduciary advisory firms which helps our clients design a full financial plan for preserving, protecting and growing their wealth. Our relationship with each client is deeply personal, as we guide you through a relaxing process designed to structure your assets to deliver asset appreciation within your personal risk tolerance. **Investment Advisor Representative, Integrated Advisor Network, LLC., a Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments ., a broker-dealer, member FINRA/SIPC. Select Wealth Advisers and Purshe Kaplan Sterling Investments are not affiliated.

About Select Wealth Advisers

Full Service Financial Advisory firm specializing in portfolio management and retirement income planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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


Top Financial Advisor Firms in Henderson, Nevada
Firm Name AUM No. of Clients Fee Structure
Wealth Advisors, Inc.
170 S. Green Valley Parkway , Suite 300,
Henderson, NV 89012
$313,339,283 369 A percentage of AUM
Hourly charges
Fixed fees
Capstone Capital Wealth Advisors
2600 Paseo Verde Parkway , Suite 150,
Henderson, NV 89074-7167
$339,178,819 820 A percentage of AUM
Hourly charges
West Ridge Advisors
1528 W. Warm Springs Rd #120,
Henderson, NV 89014
$171,596,856 807 A percentage of AUM
Hourly charges
Fixed fees
Confidence Wealth Management, Llc
170 S Green Valley Pkwy , Suite 300,
Henderson, NV 89012
$169,039,441 1163 A percentage of AUM
Hourly charges
Fixed fees
Digital Alpha Advisors, Llc
3535 Executive Terminal Drive, Suite 110 , Ste 110,
Henderson, NV 89052
$1,028,157,561 7 A percentage of AUM
Performance Based

    List of Additional Advisors in Henderson, Nevada*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Matthew Allred
    Inquire with Matthew
    2900 Horizon Ridge Pkwy, Ste 201, Henderson, NV  89052 702-992-6300
    Jacob Curtis
    Inquire with Jacob
    2900 Horizon Ridge Pkwy, Ste 201, Henderson, NV  89052 702-992-6300
    David Hengel
    Inquire with David
    2900 Horizon Ridge Pkwy, Ste 201, Henderson, NV  89052 702-992-6300
    Dudek & Associates
    Inquire with Dudek
    2470 Saint Rose Pkwy, Ste 204, Henderson, NV  89074 702-938-8080
    Mickey Hart
    Inquire with Mickey
    2470 Saint Rose Pkwy, Ste 204, Henderson, NV  89074 702-948-0400
    Patrick Wainscott
    Inquire with Patrick
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-360-0400
    Michael Swinehart
    Inquire with Michael
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-360-0400
    Geoffrey Lee
    Inquire with Geoffrey
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-360-0400
    Renee Langlois
    Inquire with Renee
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-839-6349
    Thomas Richard Fitzgerald Jr
    Inquire with Thomas
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-839-6317
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?