Top financial advisors in Las Vegas, 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're building wealth in Las Vegas, NV, you might face unique tax and financial planning challenges since Nevada has no state income tax but relies heavily on sales and property taxes. A common mistake is assuming "no state income tax" means low overall taxes, which can lead to unexpected expenses.
- Federal tax focus. Confirm how the advisor plans around federal income tax since state income tax isn't a factor here.
- Sales and property tax impact. Ask how they incorporate Nevada's reliance on sales and tourism taxes into your overall financial plan.
- Business-friendly strategies. If you're an entrepreneur, check how they leverage Nevada's policies to support your business growth.
- Experience in local market. Ensure they understand Las Vegas's unique economic environment, not just general tax rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deorella B
Series 63, Series 66
Las Vegas, NV
Merrill
Deorella Bautista's 11 years of experience at Merrill, a large firm with strong managed account and discretionary portfolio management capabilities, equip her to address the unique tax and financial planning challenges in Las Vegas. Her expertise in tax-loss harvesting and active portfolio management, combined with a focus on mid-career professionals and business owners, distinguishes her from other advisors in the area.
Experience: 12 years
Avg account: $860,085
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Richard L
Series 63, Series 65
Las Vegas, NV
Centaurus Financial, Inc.
Richard Laspaluto's 31 years of experience and Series 63 and 65 designations equip him to navigate Las Vegas's unique tax environment, focusing on income planning and Social Security optimization. Affiliated with Centaurus Financial, a large firm offering diverse investment management and planning services, he provides flexible fee structures and serves a broad client base, distinguishing him from advisors with narrower specialties or smaller firm resources.
Experience: 31 years
Avg account: $213,989
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Noah S
Series 66
Las Vegas, NV
AE Wealth Management, LLC
Noah Skrinak's expertise in tax-loss harvesting and retirement plans for business owners suits clients navigating Las Vegas's unique tax environment, especially entrepreneurs. Operating within AE Wealth Management's large firm, he offers flat-fee and negotiable AUM pricing, leveraging a platform-centered investment approach that integrates multiple model portfolios, which may appeal to clients seeking diverse strategies and flexible fee options.
Experience: 1 year
Avg account: $387,358
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David F
Series 66
Las Vegas, NV
LPL Enterprise
David Flippo's experience with LPL Enterprise in Las Vegas equips him to address federal tax planning and the unique sales and property tax environment of Nevada, especially for self-employed individuals and business owners. His flat-fee structure and access to model portfolios through a large firm differentiate him from others by combining personalized service with broad investment resources.
Experience: 6 years
Avg account: $239,757
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Jason K
Series 66
Las Vegas, NV
J.P. Morgan Securities
Jason Kelley offers wealth management services in Las Vegas with 13 years of experience and a Series 66 designation, operating within the large firm J.P. Morgan Securities. His firm supports institutional consulting and customized performance reporting, which may benefit executives and business owners seeking sophisticated asset allocation and investment management strategies in the local market.
Experience: 14 years
Avg account: $318,381
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