wiseradvisor


Nevada Retirement Planners

Tel: 775-674-2222
275 Hill St Suite 210
Reno, NV 89501
Nevada Retirement Planners | Financial Advisor in Reno ,NV

Providing current insightful advice since 1986


About Nevada Retirement Planners

Nevada Retirement Planners offers a broad array of Financial Planning services that are custom tailored to help meet your financial goals. Including but not limited to:

Active Investment Management

Social Security Income Planning

Retirement Income Planning

Estate Planning

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General Information

Firm Start Year:   2008
No.of Employees:   5-9
Insurance License#:   19605
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   NV,CA
Number of Years with Current Firm:   15
Work with the following types of clients:   Individual Investors, Investment Clubs, Non-Profit Organizations, Businesses
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Services

Investment Types:   Annuities, Options & Futures, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Video Conference, Via Phone, Via Email, Our Offices, Your Home, Our Office, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Variable Annuity, Variable Life

Firm Information

Firm's Number of Clients:   321
Assets Managed by Firm:   $50,000,000
Assets Managed by Advisor:   $75,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $1,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.5%
Hourly Rate:   $0
Additional Details on Charges:   Depending on account structure and amount fees range from 0.80% to 1.70% assets under management
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   $0

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FAQs

Do you have a customer satisfaction or refund policy?

No.

What are your qualifications? What is your education background?

Between our 4 advisors we have over 50 years of investment experience.

How do you charge for your services?

Assets Under Management with a range of .80% to 1.70% annually depending on the type of account we manage.

How are you compensated? How will I pay for your services?

Assets Under Management with a range of .80% to 1.70% annually depending on the type of account we manage.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Generally we ask for an investment power of attorney in order to buy or sell based on the instructions you have provided us. However, each account is unique and can be structured to need your approval if desired.

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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Dayton Reno
Silver City Sparks
Sun Valley Verdi
Virginia City Washoe Valley
Carson City Fernley

Compensation Arrangements

Check Money Order
Bank Transfer

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