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Timothy Lane Lewis

Advisor at Eversource Wealth Advisors, LLC — Reno, NV Double R Blvd

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Reno, NV 89521

Eversource Wealth Advisors, LLC logo

Eversource Wealth Advisors, LLC

Multi-team

Total advisors

75

Across 37 offices

Clients per advisor

43 Low

Avg AUM per client

$1,179,621 High

HNW client ratio

47% Very High

About

Timothy Lewis is a CFP® and Series 66-registered advisor at EverSource Wealth Advisors, LLC with six years of industry experience. His prior roles include positions at The Leaders Group, Inc., Ratio Wealth Group, and Mass Mutual Life Insurance Company. He is also a licensed life, long-term care, and disability insurance agent. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of advisors delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Client services

Based on Eversource Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eversource Wealth Advisors, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy

Occupation focus

Based on Eversource Wealth Advisors, LLC

Founder/Business Owner Executive

Demographic focus

Based on Eversource Wealth Advisors, LLC

Religious/faith focused

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Fee options

Fixed

Financial planning fixed fees $2,500 to $25,000; consulting services may be flat fee per project or monthly consulting fee.

Percentage

$0 - $3,000,000: Up to 2.00% annually (0.50% quarterly billed in arrears) with example monthly up to 0.17% $3,000,000+: Negotiated rates over $3,000,000

Project-based

Financial planning and consulting hourly rates generally $150 to $400 per hour; family dynamics consulting $400 per hour or $1,500 daily.

Other

Fee-only: Financial planning fixed fees generally range $2,500 to $25,000; hourly fees $150 to $400 per hour; some flat annual fees billed monthly or quarterly.

Location

See office

Reno, NV Double R Blvd

9805 Double R Blvd, Suite 300

Reno NV 89521

Advisors at this office

1

Most active in

Nevada · Texas

Work history

7 years of industry experience

EverSource Wealth Advisors, LLC

2022 - Present • 4 years

Birmingham, AL

The Leaders Group, Inc.

2020 - 2022 • 2 years

Littleton, CO

Ratio Wealth Group

2020 - 2022 • 2 years

Denver, CO

Tim Lewis Insurance

2018 - 2020 • 2 years

Birmingham, AL

MML Investors Services

2017 - 2018 • 1 year

Denver, CO

Mass Mutual Life Insurance Company

2016 - 2018 • 2 years

Denver, CO

Ratio Wealth Group

2015 - 2018 • 3 years

Denver, CO

Disclosures

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

Business activities & affiliations

Aryn S

Series 63, Series 65

Reno, NV

GK Wealth Management LLC

Aryn Sands serves as Chief Operating Officer and Financial Advisor at GK Wealth Management, where she brings nearly three decades of experience in financial services and a dual focus on both client strategy and operational excellence. Aryn began her career in 1996 with Smith Barney near Los Angeles, gaining early experience in the wealth management field while still completing her undergraduate studies. Over time, she found that the independent advisory model offered a more client-centric approach and transitioned away from the wirehouse environment. Since then, she has held leadership roles at several investment advisory firms — including founding and managing her own. On the operational side, Aryn has a strong background in the systems and structures that support thriving advisory firms. She has overseen trade desks, managed portfolio accounting systems, and contributed to the development and integration of key industry technologies. As a financial advisor, Aryn specializes in comprehensive financial and tax planning for families and small business owners. Her advisory work covers investment strategy, retirement plan design, insurance solutions, and 1031 exchanges. She holds a Bachelor's degree in Economics and Mathematics from Pitzer College and a Certificate in Financial Planning from the College for Financial Planning. Aryn currently holds a Series 65 license and previously held Series 7, 63, 53, and 24 licenses. Aryn's leadership helps drive GK Wealth Management's mission to deliver exceptional service, strategic insight, and lasting value. Outside the office, she enjoys hiking and traveling around the Reno area and proudly supports The McQueen Football Club.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Clayton H

Series 65

Reno, NV

GK Wealth Management LLC

Clayton Holthaus is a Wealth Advisor with GK Wealth Management in Reno, Nevada. He joined GK Wealth Management while completing his finance degree at the University of Nevada, Reno and has been focused on wealth management since 2019. Drawn to GK’s fiduciary, client-first approach, Clayton helps individuals, families, and business owners make clear, confident decisions about their financial future. Clayton brings a practical, relationship-driven approach to financial planning and investment strategy. He works with clients to understand their goals, organize their financial picture, and develop strategies aligned with their values, needs, and long-term objectives. Clayton earned his Bachelor of Business in Finance from the University of Nevada, Reno. Outside of work, he enjoys fishing, snowboarding, playing sports, exploring Tahoe, and spending time with family.

Wealth management General retirement planning Business ownership considerations General estate planning guidance Business Financial Management

Robert M

CFP®, Series 66, ChFC®, Series 7

Reno, NV

Edward Jones

Robert Moretti Jr. is a CFP® professional with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at and accounting firm The CFO Group, Inc. from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Liquidity event planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Christian H

Series 65

Reno, NV

Hatchet Financial, LLC

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

Wolf Pack Wealth

Michael Affinito is a financial advisor at Wolf Pack Wealth in Reno, NV, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work includes roles at Royal Alliance Associates and Northwestern Mutual, among others. Wolf Pack Wealth is an independent, single-advisor firm serving individuals, high-net-worth clients, and small business owners. The firm offers financial planning, portfolio management, estate planning coordination, and insurance solutions, using a tailored approach that emphasizes asset allocation, diversification, and a combination of fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Long-term care insurance Cross-border / expatriate tax planning Founder/Business Owner Retired Young Professionals Mid-Career Professionals Retired
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Brian L

CFP®, Series 66

Reno, NV

Softwealth

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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