Crystal Bay, NV Financial Advisors and Resources

Financial Advisor Firms in Crystal Bay, NV



(310) 315-8835

10 Stateline Road

Crystal Bay, NV 89402

SEC#: 801-100485
Years in Business: 6 years



(775) 832-5178

4 Cala Neva Drive
Crystal Bay, NV 89402

SEC#: 801-68953
Years in Business: 13 years

How Retirement-Friendly is Crystal Bay, NV?

  • Population: 184
  • % of Population 62 Years and Over: 90.8%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,227
  • Average Household Income: $349,094
  • 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.)

Crystal Bay, NV Financial Advisor FAQs

Financial advisors usually get paid with a combination of commissions and fees based on the work they do for you. While most financial advisory companies take a fee-only approach to compensation, there remain many firms that offer both advisor and client access to commission-based accounts.
It depends on your financial goals and what you're trying to accomplish. A financial advisor can be helpful if they have experience working with individuals who share a similar background and/or objectives, or if they provide specialized services such as for small businesses or CPAs.
A financial advisor would help you set a plan in motion so that you could reach your life goals with a sound financial strategy. Often, they ask about your age, income and other things in order to create the best possible strategy for your situation.
Financial advisors vary in cost depending on who you go to and what they offer. Some financial planners charge by the hour, some by the project (educational sessions, investment consultations), some charge a percentage of assets under management; while others may be paid a retainer fee. The majority of advisors follow some type of fee-based model - but there are still many options.