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
Request your Complimentary Consultation Today
General Information |
| Firm Start Year: | 2008 | |
| No.of Employees: | 2-4 | |
| Name of Broker/Dealer: | N/A |
| Name of Custodial Firm: | TD Ameritrade |
| Number of Years with Current Firm: | 12 |
Firm Information |
| Firm's Number of Clients: | 400 |
| Firm's Number of Planning Clients: | 400 |
| Firm's Number of Managed Clients: | 400 |
| Assets Managed by Firm: | $80,000,000 |
| Assets Managed by Advisor: | $80,000,000 |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an 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 |
Compensation and Fees |
| Fee Structure: | Fee Only |
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
|
Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| Dayton | Reno |
| Silver City | Sparks |
| Sun Valley | Verdi |
| Virginia City | Washoe Valley |
| Carson City | |