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Personalized advice for portfolio size
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Primarily driven by tourism, gaming, and entertainment, Las Vegas, Nevada, has also been diversifying into tech, logistics, and healthcare. The city is a popular destination for retirees due to Nevada's lack of state income tax, warm climate, and lower cost of living compared to coastal cities. While the city offers exciting financial opportunities, managing investments, retirement planning, and estate planning can be complex. Working with an experienced financial advisor in Las Vegas can help you navigate these financial decisions with confidence.
With over 1,000+ Las Vegas financial advisors available, finding a suitable advisor who meets your specific needs can prove to be difficult. This is where WiserAdvisor comes into the picture. It simplifies this process by matching you with 2-3 vetted professionals that could help you meet your specific financial goals. The service is free, and you have no obligation to hire.
For over two decades, we have maintained a trusted network of fiduciary advisors who meet strict industry standards. Every financial planner in Las Vegas within our directory is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a Las Vegas financial advisor who understands your unique financial situation and has the relevant qualifications to guide you toward your financial goals.
Las Vegas
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Las Vegas,
Nevada
have an average of
12
years of experience.
NOTE: The list of vetted financial
advisors in
Las Vegas,
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
Las Vegas, Nevada.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Jordan Naffa
MBA, MS-PFP, CFP®, CPRC® ARISTA WEALTH MANAGEMENT 8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148 |
12 Years | Not Specified | $250,000 | Fee-Only |
Qualifications
CRD# 6534732
Firm CRD# 141504
Series 6, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
8876 Spanish Ridge Avenue, Suite 202,
Las Vegas,
NV
89148
Phone Number
702-309-9970
Jordan Naffa is the Director of Financial Planning at Arista Wealth Management, where he leads the firm's comprehensive financial planning strategies for its clients. Jordan believes that everyone deserves a customized financial plan designed to ensure long-term success. Before joining Arista, he spent nearly a decade as a financial advisor in California's Central Valley, helping families and business owners align their financial decisions with their values and goals. A lifelong learner and advocate for financial literacy, Jordan holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER" (CFP®), Certified Professional Retirement Coach (CPRC®), and various insurance licenses. He also earned master's degrees in both Business Administration and Personal Financial Planning. Jordan is an active member of Vegas Young Professionals through the Vegas Chamber Leadership Foundation, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). Beyond his professional commitments, Jordan is dedicated to serving others. Through Homes For Our Troops, he develops pro bono financial plans for veterans and their families to help them achieve lasting financial security and homeownership. He also serves pro bono with After Innocence, providing financial guidance to individuals who have been exonerated after wrongful convictions, helping them rebuild their financial lives with dignity and stability. In addition, Jordan volunteers with the CFP® Board and Kaplan College as a mentor, guiding aspiring planners through the challenges of earning their CERTIFIED FINANCIAL PLANNER" designation and advanced degrees in financial planning. Jordans professional insights have been featured in leading media outlets such as AARP, Barrons, CNBC, Investment News, and others. He was also recognized by U.S. Senator Dianne Feinstein for his professional excellence, leadership, and selfless service to others.
Arista Wealth Management was founded on a simple yet powerful principle: to serve each client according to their unique needs, goals, and values. Our team is made up of highly skilled professionals who work collaboratively to deliver an exceptional financial planning experience. We care deeply about the individuals and families we serve, and that commitment is evident in our attention to detail, personalized guidance, and passion for helping clients achieve lasting financial success. As a fee-based fiduciary firm, Arista Wealth is committed to providing objective, conflict-free advice. Our sole duty of loyalty is to our clients, not to Wall Street or any financial product provider. This fiduciary standard ensures that every recommendation is made in our clients' best interests, providing them with peace of mind and confidence that their financial future is being managed with care, integrity, and transparency.
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 8 | 83 | $17,032,495,600 | A percentage of AUM, Fixed fees |
|
| 149 | 16327 | $6,522,387,220 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 264 | 21408 | $5,194,180,776 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 45 | 28 | $4,662,466,719 | A percentage of AUM, Performance Based |
|
| 36 | 39 | $4,059,517,879 | A percentage of AUM, Fixed fees, Performance Based |
|
| 11 | 1783 | $1,640,536,319 | A percentage of AUM, Fixed fees |
|
| 13 | 1314 | $1,101,210,000 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Other (ACCOUNTING CLIENTS) |
|
| 14 | 1628 | $993,217,542 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 594 | $583,151,358 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 217 | $453,101,460 | A percentage of AUM, Performance Based, Other (PROJECT ADMINISTRATION FEES) |
|
| 6 | 500 | $330,100,000 | A percentage of AUM |
|
| 2 | 394 | $328,752,136 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 815 | $289,420,592 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 4 | 48 | $288,308,118 | A percentage of AUM, Fixed fees |
|
| 7 | 98 | $239,950,638 | A percentage of AUM, Fixed fees, Performance Based |
To find a reputable financial advisor in Las Vegas, start by verifying their credentials, such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), or Chartered Financial Consultant (ChFC®). Use regulatory resources like FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website to check the advisor's disciplinary history. Opting for a fiduciary financial planner in Las Vegas ensures they are legally obligated to act in your best interest.
You can also use WiserAdvisor's free match tool to connect with vetted Las Vegas financial advisors who have been pre-screened for experience and compliance with industry regulations. Asking for referrals, reading online reviews, and scheduling an initial consultation can also help you determine a suitable financial consultant in Las Vegas for your needs.
Las Vegas has a unique economic landscape due to the city's heavy reliance on the gaming, tourism, and hospitality industries. Many residents work in jobs with fluctuating incomes and tipping structures, making budgeting and financial planning critical. Many Las Vegas residents have to grapple with the rising cost of living and fluctuations in the housing market.
A financial planner in Las Vegas can help residents address these challenges through tailored financial strategies, including establishing emergency funds, managing irregular income, and optimizing investments for long-term stability.
Yes, Las Vegas financial advisors can advise on sector-specific stocks, REITs (Real Estate Investment Trusts) related to Las Vegas casinos, and diversified portfolios that include investments in the city's booming tourism sector.
Yes, financial advisors in Las Vegas must adhere to federal regulations set by the SEC and FINRA, as well as any state-specific regulations imposed by the Nevada Securities Division. Fiduciary advisors are legally required to act in clients' best interests, ensuring transparency and ethical financial guidance. Advisors offering investment advice must also register with the appropriate authorities and comply with disclosure requirements regarding fees, conflicts of interest, and investment risks.
When selecting a financial advisor in Las Vegas, look for credentials such as:
Ensure you verify the advisor's credentials through FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure database. You can use BrokerCheck to verify the advisor's employment history, qualifications, and any disciplinary actions taken against them.
Since Nevada has no state income tax, Las Vegas financial advisors focus on optimizing federal tax liabilities for both individuals and businesses. They assist local business owners with tax-efficient retirement plans, deductions, and strategies such as tax-loss harvesting to boost their savings and income. Additionally, a financial advisor in Las Vegas can help businesses in the hospitality and entertainment sectors navigate industry-specific tax advantages and compliance requirements.
Some of the common financial mistakes that Las Vegas residents should avoid making are failing to build an emergency fund to account for irregular income periods. Since Las Vagas is predominantly a tourism-focused economy, many workers employed in the hospitality and gaming industry earn fluctuating wages, making budgeting and savings crucial. Another mistake they make is not taking advantage of Nevada's tax benefits as there is no income tax levied in the state. Las Vegas residents should avoid overspending and indulging in excessive discretionary spending. Consulting with a Las Vegas financial advisor can help establish a disciplined budget.
A local financial advisor in Las Vegas offers several advantages such as holding expertise in Nevada's tax laws. They can help clients leverage tax-efficient strategies to take advantage of no state income tax. Las Vegas financial advisors understand the city's hospitality-driven economy and can tailor financial plans accordingly. A local financial advisor can provide access to estate planners, attorneys, and tax specialists with expertise in Nevada regulations. Additionally, local advisors can offer face-to-face meetings, personalized strategies, and real-time guidance tailored to their clients' financial goals and needs.
