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Andrew Bessette

Advisor at Stratos Wealth Advisors LLC

Updated today

Location

Reno, NV 89521

Credentials

Series 65

Industry experience

4 years

About

Andrew Bessette is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and four years of industry experience. He previously worked at RBC Capital Markets and RBC Wealth Management and has a background that includes a role at Real Vision. He is also associated with Reno Tahoe Wealth Management. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives.

Client services

Based on Stratos Wealth Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses

Occupation focus

Based on Stratos Wealth Advisors LLC

Founder/Business Owner Executive Retired

Demographic focus

Based on Stratos Wealth Advisors LLC

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

Flat fees for financial planning; maximum flat fee for asset management up to 2.0% of AUM

Percentage

$0+: up to 2.0% annually for advisor-managed non-wrap accounts varies - varies: 0.15% to 1.05% plus optional 0.10% tax overlay fee for SIMC Sub-Advised Program $25,000 - $250,000: varies depending on SIMC Independent Advisor Solutions programs (minimums in this range) $100,000+: minimum for Schwab Managed Account Select/Access wrap programs $5,000 - $50,000: minimum for Envestnet Fund Strategist Network $250,000+: minimum for Envestnet UMA program (may be negotiable) varies - varies: fees negotiated with each IAR for Firm Model Portfolio Program (max 0.30%)

Project-based

up to $500 per hour, may be higher in certain situations

Subscriptions

Subscription financial planning services with recurring negotiated fees paid monthly or quarterly; onboarding fees may apply

Other

Account minimum: $10,000 Fee-only: Financial planning fees are negotiable; hourly fees typically up to $500/hour; subscription fees negotiated between IAR and client, may be fixed or tiered monthly/quarterly

Location

10615 Professional Circle Suite 206

Reno, NV 89521

Most active in

Nevada · Texas

Work history

Stratos Wealth Advisors LLC

2024 - Present (2 years)

RBC Capital Markets

2021 - 2024 (3 years)

RBC Wealth Management

2020 - 2024 (4 years)

Real Vision

2017 - 2020 (3 years)

Student

2010 - 2017 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christian H

Series 65

Reno, NV

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Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Michael A

Series 63, Series 65

Reno, NV

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Michael Affinito is a financial advisor at Wolf Pack Wealth in Reno, NV, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Royal Alliance Associates, Northwestern Mutual, and Pacific Financial Partners. Wolf Pack Wealth offers financial planning, portfolio management, retirement plan consulting, and insurance solutions to individuals, high-net-worth clients, and small business owners, employing diversified, risk-managed portfolios and a non-discretionary approach tailored through formal onboarding and periodic reviews.

Retirement income strategy General tax planning Business ownership considerations Private / alternative investments Founder/Business Owner Retired Young Professionals Mid-Career Professionals Retired
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Brian L

CFP®, Series 66

Reno, NV

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Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Wealth management Active portfolio management Concentrated stock management
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Lee H

CFP®, CFA®, Series 63, Series 65

Reno, NV

Firmament Financial

Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses
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Series 65

Incline Village, NV

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Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 credential and three years of industry experience. Prior to joining Conway Partners in 2022, he worked in operations management at Stryker Corporation, where he assisted with the integration of a startup acquisition. Conway Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined, asset-allocation-focused approach using diversified portfolios of exchange-traded funds and selected independent managers, and offers specialized advisory services related to insurance-based products and ERISA fiduciary retirement plan consulting.

Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) General tax planning General retirement planning Wealth management Founder/Business Owner
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John J M

Series 66

Reno, NV

Klaraos, LLC

John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.

Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
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