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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 - 01-Aug-2022

Henderson has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 42 non-vetted advisors in your local area. These financial advisors in Henderson, Nevada have an average of 15 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.,
Suite 260,
Las Vegas, NV 89123
18 $1100000 $250,000 Fee-Based
Jimmy Epley
JD'S TAX-SMART WEALTH MANAGEMENT
8440 W. Lake Mead Blvd Ste 100,
Las Vegas, NV 89128
19 $250000 Not Specified Fee-Based
Mark I Bailey
SELECT WEALTH ADVISERS
2450 St. Rose Pkwy, Suite 210,
Henderson, NV 89074
10 Not Specified $250,000 Fee-Based

Information on Qualified Financial Advisors in Henderson

Qualifications CRD# 4695218
Firm CRD# 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# 104556
Firm CRD# 13686

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


Office Location 8440 W. Lake Mead Blvd Ste 100,
Las Vegas,
NV
89128
Phone Number 702-478-3001

JD's Tax-Smart Wealth Management, a financial fiduciary has been a Paladin Registry member since 2017. Firm provides financial services to clients in the Las Vegas, Nevada area.

About JD's Tax-Smart Wealth Management

Bringing Peace of Mind to the prosperous with these 5 steps.1) The right insurance protection will give you financial security and prevent the loss of income sources from negatively affecting your retirement plan.2) Smart investing doesn't need to be complicated investing. Understanding "you" allows us to create strategies based on your goals and dreams. This will help us ensure we select the right investments that provide the returns "you " need.3) Where will your retirement money come from? A sound goals based approach involves closely looking at all your retirement income sources. We do the homework to keep you in the right comfort zone.4) An effective estate plan will ensure your wealth remains intact and out of the hands of Uncle Sam. It will spell out exactly what you want your investments to do even when you're gone or you are unable to communicate about them.5) No matter what stage of the plan you're in, each and every step we take will be with a focus on saving you 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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6040900
Firm CRD# 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, we're true fiduciaries - which means we're not tied to specific investment or insurance products. Instead, we build asset structures that are specifically designed for each client's goals, life strategies and risk tolerance. My focus areas: 1. Retirement & Investment Planning: 401k Rollovers, IRA's, ROTH's and Annuities, etc. I also evaluate your employer 401k's 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 (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
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
Capstone Capital Wealth Advisors
2600 Paseo Verde Parkway , Suite 150,
Henderson, NV 89074-7167
$339,178,819 820 A percentage of AUM
Wealth Advisors, Inc.
170 S. Green Valley Parkway , Suite 300,
Henderson, NV 89012
$313,339,283 369 A percentage of AUM
Fixed fees
West Ridge Advisors
1528 W. Warm Springs Rd #120,
Henderson, NV 89014
$171,596,856 807 A percentage of AUM
Hourly charges
Fixed fees

    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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      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.

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      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.

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      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?