Top financial advisors in Nevada
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.
Choosing the right financial advisor in Nevada means focusing on whether they handle the specific work you need, not just picking from a large pool. A common mistake is hiring the first advisor you hear about and later finding out they don't engage deeply with your unique financial situation.
- Match on the actual work. Ask what the advisor does day-to-day. An advisor experienced with entrepreneurs might approach your finances differently than one focused on retirement income.
- Tax planning frame. Nevada has no state income tax, so tax planning usually centers on federal income, sales, and property taxes. Confirm the advisor understands this nuance.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets. Make sure their fee structure aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their succession plan. In a team setting, find out who else would manage your file if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Deon Blaney offers expertise in retirement and tax planning tailored for high-net-worth clients in Nevada, leveraging 25 years of experience and a flat-fee structure starting at $5,000. His firm manages $123 million with a focus on discretionary portfolio management using fundamental analysis and a mix of trading strategies, distinguishing him from advisors with broader client bases or different fee models.
Experience: 25 years
Avg account: $10,519,387
-
Jeremy Shih Chieh C
Series 66
Las Vegas, NV
J.P. Morgan Securities
Jeremy Shih Chieh Chen offers wealth management services in Las Vegas through J.P. Morgan Securities, a large firm known for institutional consulting and customized investment reporting. With a 0.30% annual fee based on assets under management and experience working with executives and business owners, he brings a blend of personal entrepreneurial insight and access to extensive firm resources, differentiating him from advisors at smaller firms or with different fee models.
Experience: 3 years
Avg account: $318,381
-
Tanner J
Series 66
Reno, NV
Wells Fargo Advisors
Tanner Johnson in Reno, NV, is equipped to assist with complex financial needs like divorce planning and business exit strategies, reflecting his focus on founder and business owner clients. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth individuals, he offers access to extensive resources and a broad planning menu, differentiating him from advisors at smaller firms or with narrower specialties.
Experience: 4 years
Avg account: $514,335
-
Artem R
Series 66
Henderson, NV
Fidelity
Artem Rusakov specializes in general retirement and income planning, wealth management, and cash flow budgeting, making him well-suited for clients in Nevada seeking comprehensive retirement strategies. As Vice President and Financial Consultant at Fidelity, a large firm, he brings four years of industry experience and a background in banking, offering a structured approach compared to solo practitioners in the area.
Experience: 4 years
Avg account: $234,793
-
Nicholas A
Series 66
Las Vegas, NV
Mission Financial Group, LLC
Nicholas Abbott specializes in retirement plans for business owners, offering flat-fee financial planning and consulting services ranging from $2,000 to $5,000, which suits clients seeking transparent pricing in Nevada's tax environment. With 18 years of experience and a Series 66 designation, he provides individualized portfolio construction and ongoing monitoring, differentiating him through a focus on comprehensive retirement plan consulting and high net worth client services.
Experience: 18 years
Avg account: $741,724
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Nevada
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")