Top planning for children with special needs 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.
If you have a child with special needs, planning for their lifelong care and financial security is crucial. Without focused guidance, you might overlook key benefits or legal protections that can affect your child's future.
- Government benefits navigation. Confirm how the advisor helps you understand and preserve eligibility for programs like Medicaid and Supplemental Security Income (SSI).
- Special needs trusts. Ask about their experience setting up trusts that protect your child's assets without disqualifying benefits.
- Education and therapy funding. Look for advisors who consider how to coordinate funding sources for your child's unique learning and care needs.
- Long-term planning. Ensure they address guardianship, housing, and support services beyond your lifetime, not just immediate financial concerns.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tanner J
Series 66
Reno, NV
Wells Fargo Advisors
Tanner Johnson specializes in planning for children with special needs, offering tailored financial strategies through Wells Fargo Advisors in Reno, NV. With three years of experience and a Series 66 designation, he supports high-net-worth clients and leverages his firm's proprietary research and broad planning menu to address complex needs such as special needs trusts and long-term care planning, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 4 years
Avg account: $514,335
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Scott M
Series 63, Series 65
Incline Village, NV
Merrill
Scott Macdonald specializes in planning for children with special needs, leveraging over 38 years of experience and expertise in Special Needs Trusts and court-supervised trusts. Based in Incline Village, NV, he leads Merrill's Special Needs Team and collaborates closely with legal and caregiving professionals to address both immediate and long-term financial needs. His large-firm background and 1.10% AUM fee for managed strategies distinguish him from other advisors in Nevada.
Experience: 39 years
Avg account: $860,085
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Lanis W
Series 66
Laguna Niguel, CA
G. A. Repple & Company
Lanis Webb specializes in planning for children with special needs, bringing 25 years of industry experience and a Series 66 designation to his advisory role. Operating independently at G. A. Repple & Company, he offers flexible fee structures including flat fees and asset management options, serving a diverse client base with tailored investment approaches, which may provide broader financial planning perspectives compared to other advisors focused solely on this specialty.
Experience: 26 years
Avg account: $217,968
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Joel Z
Series 63, Series 66
Las Vegas, NV
Edward Jones
Joel Zoufaly's focus on planning for children with special needs in Nevada is supported by his expertise in estate planning and wealth management, along with his military background which may offer unique insights into veterans' benefits. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad network. His fee structure includes an annual program fee up to 1.35%, and he holds Series 63 and 66 licenses with two years of industry experience.
Experience: 3 years
Avg account: $246,728
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Jimmie M
Series 63, Series 65
North Las Vegas, NV
McKinney-X LLC
Jimmie McKinney specializes in planning for children with special needs, offering expertise in tax-loss harvesting, college savings plans, and income planning, which supports comprehensive financial security for families in Nevada. His firm, McKinney-X LLC, provides both flat-fee and asset-based fee structures, combining fundamental analysis with modern portfolio theory, and serves a diverse client base including self-employed individuals and business owners, distinguishing him from advisors focused solely on traditional retirement planning.
Experience: 9 years
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