Flat-fee financial advisors in Fallon, NV

Valarie Hennessy is a financial advisor with Empower Advisory Group in Fallon, NV, holding Series 63 and Series 66 licenses and having three years of industry experience. She has worked at Empower Advisory Group and Empower Financial Services since 2025, with prior roles at Liberty Military Housing and Wells Fargo. Outside of her advisory work, she serves as an administrator for her grandmother’s estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Marilyn Kissner is a financial advisor at MK Strategic Equities with seven years of industry experience. She holds a Series 65 designation and has worked as a legal secretary at Laughlin, Falbo, Levy and Moresi since 2002. MK Strategic Equities provides investment advisory services primarily to individual clients and manages investable assets for whole families. The firm offers non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, with flexible fee arrangements including AUM, flat fees, and hourly consulting.

Gregory Crawford is a CFP® with 19 years of industry experience, currently serving as the principal advisor at Sierra Nevada Wealth Management, LLC. He previously worked at Alliance Trust Company, LLC for ten years. Crawford is also the founder and CEO of Crawford Trust Company, LLC, a retail trust company licensed in Nevada that provides trustee services internationally. Sierra Nevada Wealth Management offers investment management and financial planning to individuals, trusts, estates, and businesses, managing over $22 million in assets. The firm uses a fundamental, diversified asset-allocation approach with portfolios tailored to clients’ risk preferences and generally manages accounts on a discretionary basis.

Hunter Drost is a CFP®-designated financial advisor with Edward Jones in Fallon, NV, where he has worked since 2021. He has four years of industry experience and previously held roles at the University of Nevada Center for Student Engagement, Sinclair Broadcast Group, and the Churchill County District Attorney's Office. Outside of finance, he owns Hunter Drost Photography, a wedding photography service. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm is notable for its extensive national advisor network and diverse financial services beyond traditional advisory offerings.

John Maierhofer is the principal of Maierhofer Wealth in Stagecoach, NV, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously operated Maierhofer Wealth Management, LLC from 2009 to 2023 and has been with Maierhofer Wealth since 2024. Maierhofer Wealth provides wealth management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and owners of closely held businesses. The firm constructs customized portfolios primarily using mutual funds, ETFs, and individual debt securities, offering non-discretionary management with ongoing monitoring and periodic reviews, and maintains a focus on business exit planning and hourly billing arrangements.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.