Serge Peter Villani
Advisor at WealthSpire Advisors — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
17 years
Location
Reno, NV 89511
WealthSpire Advisors
Enterprise
Serge Villani is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior work includes roles at Fidelity Investments and Gwfs Equities, Inc., along with 15 years at Vegas Sports, Inc. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework with a diverse mix of investment vehicles and emphasizes ongoing client monitoring and support.
Based on WealthSpire Advisors
Based on WealthSpire Advisors
Some fixed dollar fees for financial planning and consulting services and trustee administration services, generally no less than $5,000 per annum.
$0+: Tiered, negotiated, with example standard tiers below $0 - $999,999: Typically higher fees than tiers above, fee not specified $1,000,000 - $4,999,999: Approximately 1.20% or less, based on client agreement $5,000,000+: Effective annual fee of approximately 0.75% for institutional accounts $250,000+: Recommended minimum account size for Retirement Plan Management service, with effective annual fee of 0.50%, minimum may be waived $100,000+: Prosperity Program services fee is up to 1.25%, minimum account size $100,000, waivable
Minimum fee: Minimum fees may be charged based on size and scope of engagement; any minimum fee will be agreed with the client and can be waived or reduced at the Firm's discretion. Fee-only: Financial planning and consulting services typically charged on a fixed fee basis, depending on service requested and complexity; minimum fee generally $5,000 for consulting or fixed dollar fees.
Reno, NV
110 Country Estates Circle, Suite 3
Reno NV 89511
Advisors at this office
2
Colorado · Nevada
17 years of industry experience
Wealthspire Advisors LLC
2025 - Present • 1 year
Reno, NV
Fidelity Investments
2025 - 2025 • 1 year
Boston, MA
FIDELITY INVESTMENTS
2022 - Present • 4 years
Greenwood Village, CO
GWFS Equities, Inc.
2014 - 2017 • 3 years
Greenwood Village, CO
Vegas Sports, Inc.
2007 - 2022 • 15 years
Las Vegas, NV
Wells Fargo Advisors
2005 - 2008 • 3 years
CO
Merrill
1999 - 2005 • 6 years
Clearwater, FL
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Is active or affiliated with:
Insurance agent
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Trust company
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Other specialized services
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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