Top financial advisors working with high-net-worth individuals 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 significant assets and complex financial needs, you need an advisor who understands how to protect and grow wealth in a state without income tax but with other tax considerations. A common mistake is assuming Nevada's lack of state income tax means you can ignore federal tax strategies and other local taxes.
- Federal tax focus. Look for advisors who prioritize federal income tax planning since Nevada doesn't tax income but has other tax burdens.
- Asset protection strategies. Ask how they help shield your wealth from sales and property taxes common in Nevada.
- Business-friendly planning. Confirm their experience working with entrepreneurs and business owners navigating Nevada's policies.
- Wealth transfer insight. Ensure they address estate and inheritance planning tailored to high-net-worth individuals in Nevada.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Deon Blaney offers expertise in general tax planning and wealth management, making him well-suited for high-net-worth clients in Nevada who require nuanced federal tax strategies and asset protection. With 25 years of experience and a flat-fee structure starting at $5,000, he serves a focused client base through Private Wealth Management LLC, employing tailored portfolios and a mix of trading strategies, which distinguishes him from advisors with broader client loads or different fee models.
Experience: 25 years
Avg account: $10,519,387
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Tanner J
Series 66
Reno, NV
Wells Fargo Advisors
Tanner Johnson is equipped to assist high-net-worth clients in Nevada with complex financial needs, leveraging his expertise in business exit strategies and cash flow management, which are crucial for entrepreneurs and business owners in the state. Affiliated with Wells Fargo Advisors, a large firm known for its comprehensive planning services and proprietary research, Tanner offers tailored investment and fee-based financial planning, distinguishing him from advisors with less firm support or narrower service scopes.
Experience: 4 years
Avg account: $514,335
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Steven M
CFP®, Series 63, Series 65
Las Vegas, NV
Steward Partners Investment Advisory, LLC
Steven Miller is well-equipped to assist high-net-worth clients in Nevada with complex financial needs, leveraging his 28 years of experience and CFP® certification. Operating within Steward Partners Investment Advisory, LLC, a large firm managing over $28 billion in assets, he offers flat-fee and hourly financial planning options and specializes in ESG investing, which may appeal to clients seeking sustainable investment strategies alongside traditional wealth management.
Experience: 28 years
Avg account: $831,870
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Kimberly H
Series 63, Series 65
Las Vegas, NV
Wells Fargo Clearing
Kimberly Hunter is well-equipped to assist high-net-worth clients in Nevada with her 36 years of industry experience and expertise in serving affluent individuals. Affiliated with Wells Fargo Clearing, a large firm offering IPS-driven advisory processes and a variety of financial products, she provides flat-fee and AUM-based fee structures, which may appeal to clients seeking flexible payment options and comprehensive retirement plan consulting.
Experience: 36 years
Avg account: $475,575
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Martin H
Series 63
Reno, NV
Avisen Advisors, LLC
Martin Herman's extensive 57 years of experience and focus on active portfolio management, options, derivatives, and private investments equip him to address the complex financial needs of high-net-worth clients in Nevada. Operating independently with a flat-fee structure, he serves both individuals and business entities, providing tailored financial planning and portfolio management that considers Nevada's unique tax environment and wealth transfer challenges.
Experience: 57 years
Avg account: $1,951,346
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