Find a Financial Planner in Las Vegas, NV

 

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We Only Work With The Best Las Vegas 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 Las Vegas, NV


  • Financial Advisor Close to Las Vegas, 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 Las Vegas Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Las Vegas area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Las Vegas offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
18.3% of Las Vegas'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 Las Vegas area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Las Vegas area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Las Vegas area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Las Vegas area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Las Vegas 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 is a good way to make high-interest debts more manageable. Advisors in the Las Vegas area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Las Vegas, 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 Las Vegas, NV

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

  • Population: 634,773
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $265,600
  • Average Monthly Housing Cost: $1,140
  • Average Household Income: $79,657
  • 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 Las Vegas, 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