Top financial advisors in Fallon, NV
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you run a business or have complex income sources in Fallon, NV, you might need an advisor who understands how to navigate federal taxes without the state income tax safety net. A common mistake is assuming "no state income tax" means you can ignore other tax types like sales or property taxes, which can still impact your finances significantly.
- Federal tax focus. Confirm how they plan around federal income tax brackets and deductions since Nevada doesn’t tax income.
- Sales and property tax insight. Ask how they factor in Nevada’s reliance on sales and tourism taxes when advising on spending and investments.
- Business-friendly strategies. If you’re an entrepreneur, check their experience with Nevada’s business policies and how they optimize your tax and growth plans.
- Long-term tax planning. See if they consider how your tax situation might change with life events or federal law updates, not just current conditions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Valarie H
Series 66, Series 63
Fallon, NV
Empower Advisory Group
Valarie Hennessy in Fallon, NV, offers expertise in retirement planning and Social Security optimization, supported by her Series 63 and 66 licenses and two years of industry experience. Working with Empower Advisory Group, a large firm with flat-fee options, she provides integrated financial planning and investment management, particularly for employer-sponsored retirement plans, distinguishing her from advisors focused solely on individual retirement strategies.
Experience: 3 years
Avg account: $565,063
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Marilyn K
Series 65
Dayton, NV
Mk Strategic Equities
Marilyn Kissner offers expertise in general retirement planning with eight years of experience and a Series 65 designation, suitable for clients in the Fallon, NV area who need guidance on federal tax implications and long-term financial strategies. Her firm, MK Strategic Equities, provides flexible fee options including flat fees starting at $300 and hourly consulting, focusing on non-discretionary portfolio management with mutual funds, ETFs, and individual securities, which may appeal to clients seeking personalized investment approaches.
Experience: 8 years
Avg account: $455,876
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Gregory C
CFP®, Series 63
Dayton, NV
Sierra Nevada Wealth Management, LLC
Gregory Crawford's 19 years of experience and CFP® certification equip him to address the complex tax landscape in Nevada, including federal tax planning and business-friendly strategies. His firm manages over $22 million with a diversified asset-allocation approach, offering services to individuals, trusts, estates, and businesses, which may provide broader financial planning options compared to advisors focused solely on individual portfolios.
Experience: 19 years
Avg account: $211,111
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Hunter D
CFP®, Series 66
Fallon, NV
Edward Jones
Hunter Drost in Fallon, NV, offers expertise in family business and business ownership considerations, supported by his CFP® certification and experience at Edward Jones, a large full-service wealth management firm. His background includes charitable giving and estate planning, and he provides advisory programs with up to 1.35% annual fees, making him a versatile choice for entrepreneurs seeking comprehensive financial strategies.
Experience: 5 years
Avg account: $246,728
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John M
Series 63, Series 65
Stagecoach, NV
Maierhofer Wealth
John Maierhofer offers expertise in business exit strategies and concentrated stock management, which suits entrepreneurs in Fallon, NV navigating complex federal tax scenarios without state income tax. His firm provides flat-fee financial planning ranging from $2,500 to $25,000 and hourly consulting at $350, focusing on customized portfolios and non-discretionary management, differentiating him with a seasoned, independent approach and 21 years of industry experience.
Experience: 29 years
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