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.
Las Vegas
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
139
non-vetted advisors in your local area. These financial advisors in
Las Vegas, Nevada
have an average of
29
years of experience.
NOTE: The list of financial
advisors in
Las Vegas, 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
Las Vegas, Nevada.
Qualified Financial Advisors in Las Vegas, Nevada | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Summit Portfolio Management
SUMMIT PORTFOLIO MANAGEMENT 10091 Park Run Drive, Suite 110, Las Vegas, NV 89145 |
40 | 131 Million | Not Specified | Fee-Only |
Mahesh Odhrani
CFP®, AIF®, ChFC® STRATEGIC WEALTH DESIGN 2190 E. Pebble Rd., Suite 260, Las Vegas, NV 89123 |
18 | $1100000 | $250,000 | Fee-Based |
Qualifications
CRD# 7130338
Firm CRD# 111243
Series 7, 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
10091 Park Run Drive, Suite 110,
Las Vegas,
NV
89145
Phone Number
702-838-9999
Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional brokerage firms. Founded in 1984 by Timothy F. Bock, Summit takes pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis. Summit is one of the few firms nationwide to provide Portfolio Engineering. Portfolio Engineering is the process of linking clients financial objectives to a portfolio strategy designed to have the highest probability of success.We are committed to the highest standards of service, integrity, quality, and excellence.
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, Investment Advice & Management
Qualifications
CRD# 4695218
Firm CRD# 134139
Series 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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.
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
Top Financial Advisor Firms in Las Vegas, Nevada (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
FHN FINANCIAL MAIN STREET ADVISORS, LLC
10655 Park Run Drive , Suite 120, Las Vegas, NV 89144 |
$15,842,310,000 | 26 |
A percentage of AUM Hourly charges Fixed fees |
DALTON INVESTMENTS, INC.
4220 S. Maryland Parkway , Suite 205a, Las Vegas, NV 89119 |
$3,183,959,410 | 36 |
A percentage of AUM Fixed fees Performance Based |
THE INVESTMENT COUNSEL COMPANY
10000 W. Charleston Blvd. , Suite 280, Las Vegas, NV 89135 |
$1,337,290,200 | 1156 |
A percentage of AUM Fixed fees |
BUCKLEY WEALTH MANAGEMENT, LLC
10100 West Charleston Blvd. , #213, Las Vegas, NV 89135-5001 |
$558,049,491 | 626 |
A percentage of AUM Hourly charges Fixed fees |
INVESTMENT MANAGEMENT CONSULTANTS
7390 W. Sahara Avenue , Suite 290, Las Vegas, NV 89117 |
$339,607,439 | 376 |
A percentage of AUM Hourly charges Fixed fees |
PROQUILITY PRIVATE WEALTH PARTNERS, LLC
1707 Village Center Circle , Ste 290, Las Vegas, NV 89134 |
$299,243,819 | 567 |
A percentage of AUM |
KAMICHU WEALTH MANAGEMENT LLC
8010 West Sahara Avenue , Suite 260, Las Vegas, NV 89117 |
$271,604,191 | 103 |
A percentage of AUM Fixed fees Performance Based |
SKYOAK CAPITAL, INC.
8845 W. Flamingo Road Suite 110 , Suite 110, Las Vegas, NV 89147 |
$193,179,235 | 654 |
A percentage of AUM Hourly charges Fixed fees Performance Based Other (SERVICE FEE) |
REDROCK WEALTH MANAGEMENT, LLC
9484 W Flamingo Rd. #205 , West Flamingo Road, Las Vegas, NV 89147 |
$190,452,000 | 193 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
WHALEN FINANCIAL
7160 Rafael Rivera Way , Suite 220, Las Vegas, NV 89113 |
$137,842,282 | 591 |
A percentage of AUM Fixed fees |
MCBROOM & ASSOCIATES, LLC
1635 Village Center Cir , Ste 140, Las Vegas, NV 89134-6375 |
$137,706,412 | 157 |
A percentage of AUM |
SUMMIT PORTFOLIO MANAGEMENT LLC
10091 Park Run Drive , #110, Las Vegas, NV 89145 |
$137,453,441 | 277 |
A percentage of AUM Hourly charges |
RAREVIEW CAPITAL LLC
1980 Festival Plaza Drive , Suite 300, Las Vegas, NV 89135 |
$137,142,280 | 30 |
A percentage of AUM Performance Based |
SILVEROAK INVESTMENTS, LLC
1180 North Town Center Drive , Suite 100, Las Vegas, NV 89144 |
$93,619,437 | 420 |
A percentage of AUM Fixed fees |
WISER RETIRE, LLC
3755 Breakthrough Way , Ste 101, Las Vegas, NV 89135 |
$0 | 0 | Other (FEE FOR TECHNOLOGY) |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Barbara Robertson Inquire with Barbara |
10845 Griffith Peak Dr, Ste 690, Las Vegas, NV 89135 | 702-254-1263 |
Bax Investments Inquire with Bax |
10304 Mountain Lodge Pl, Las Vegas, NV 89144 | 702-256-4520 |
Anthony Picozzi Inquire with Anthony |
1645 Village Cntr Circle, Ste 150, Las Vegas, NV 89134 | 702-242-8321 |
Alexander Reece Inquire with Alexander |
3993 Howard Hughes Pky, Ste 800, Las Vegas, NV 89169 | 702-792-2074 |
Branch Benefits Consultants Inquire with Branch |
4584 North Rancho Drive, Las Vegas, NV 89130 | 702-646-2082 |
Allan Duff Inquire with Allan |
1645 Village Cntr Circle, Ste 150, Las Vegas, NV 89134 | 702-242-8300 |
Allan Duff & Warren Duff Inquire with Allan |
1645 Village Cntr Circle, Ste 150, Las Vegas, NV 89134 | 702-242-8300 |
Brandon Lorain Inquire with Brandon |
10845 Griffith Peak Dr, Ste 690, Las Vegas, NV 89135 | 702-640-5439 |
Anthony K Van Hollebeke Inquire with Anthony |
7477 W Lake Mead Blvd, Ste 110, Las Vegas, NV 89128 | 702-534-7500 |
Annie Chang Evans Inquire with Annie |
1645 Village Cntr Circle, Ste 150, Las Vegas, NV 89134 | 702-242-8318 |
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?