Find a Financial Planner in Clark County, NV

 

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We did the hard work of finding trustworthy partners in Clark County, NV.

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We Only Work With The Best Clark County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Clark County, NV


  • Financial Advisor Close to Clark County, NV

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Clark County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Clark County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Clark County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.8% of Clark County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Clark County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Clark County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Clark County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Clark County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Nevada has unique laws defining which actions trigger a taxable event and has the 22nd lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Clark County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Clark County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Clark County, NV


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Clark County, NV

We evaluated over 13,000 RIA firms to bring you the best of the best Clark County financial advisors.
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How Retirement-Friendly is Clark County, NV?

  • Population: 2182,004
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $269,600
  • Average Monthly Housing Cost: $1,168
  • Average Household Income: $80,762
  • Nevada Total Tax Burden: 8.23% (22nd Lowest in U.S.)
  • Nevada Property Tax: 2.12% (9th Lowest in U.S.)
  • Nevada Individual Income Tax: 0.00% (Lowest in U.S.)
  • Nevada Sales and Excise Tax: 6.11% (2nd Highest in U.S.)


The Top Financial Advisor Firms in Clark County, NV


RAREVIEW CAPITAL LLC

Website

(212) 475-8664

1980 Festival Plaza Drive
Suite 300
Las Vegas, NV 89135

SEC#: 801-108100
Years in Business: 5 years

GAO MANAGEMENT LLC

Website

(301) 379-8299

325 E Warm Springs Rd
Ste 102
Las Vegas, NV 89119

SEC#: 801-108207
Years in Business: 4 years

SILVEROAK INVESTMENTS, LLC

Website

(800) 520-0605

1180 North Town Center Drive
Suite 100
Las Vegas, NV 89144

SEC#: 801-115023
Years in Business: 2 years

KAMICHU WEALTH MANAGEMENT LLC

Website

(702) 487-6440

3910 Pecos-Mcleod Blvd
Suite B-100
Las Vegas, NV 89121

SEC#: 801-113441
Years in Business: 3 years

THE AMERIFLEX GROUP

Website

(702) 987-9730

8485 W. Sunset Road, Suite 204

Las Vegas, NV 89113

SEC#: 801-117784
Years in Business: 1 years

PROQUILITY PRIVATE WEALTH PARTNERS, LLC

Website

(702) 941-7860

1707 Village Center Circle
Ste 290
Las Vegas, NV 89134

SEC#: 801-118760
Years in Business: 1 years

WISER RETIRE, LLC

Website

(844) 702-1040

3755 Breakthrough Way
Ste 101
Las Vegas, NV 89135

SEC#: 801-117735
Years in Business: 1 years

BUCKLEY WEALTH MANAGEMENT, LLC

Website

(702) 805-1010

10100 West Charleston Blvd.
#213
Las Vegas, NV 89135

SEC#: 801-109016
Years in Business: 4 years

FHN FINANCIAL MAIN STREET ADVISORS, LLC

Website

(702) 575-6592

10655 Park Run Drive
Suite 120
Las Vegas, NV 89144

SEC#: 801-63805
Years in Business: 16 years

SKYOAK CAPITAL, INC.

Website

(800) 971-8070

8845 W. Flamingo Road Suite 110
Suite 110
Las Vegas, NV 89147

SEC#: 801-118745
Years in Business: 1 years