Top financial advisors in Reno, 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 moving to Reno or starting a business here, you might need financial advice that accounts for Nevada's unique tax setup—no state income tax but higher 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 Nevada doesn't tax wages.
- Local tax awareness. Ask how they incorporate sales and property taxes into your budget and investment plans.
- Business-friendly strategies. If you're an entrepreneur, check how they leverage Nevada's policies to support your business growth.
- Experience in Reno. Local knowledge matters; see if they understand the area's economic drivers and cost of living nuances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mitchell L
ChFC®, Series 63, Series 65
Reno, NV
Kestra Advisory
Mitchell Laughton is well-equipped to address financial needs in Reno, NV, with 43 years of experience and specialties in retirement plans for business owners and business exit strategies, aligning with local entrepreneurs' concerns. His affiliation with Kestra Advisory, a large firm managing nearly $80 billion in assets, offers flat-fee options and fiduciary consulting, distinguishing him through extensive resources and flexible fee structures.
Experience: 43 years
Avg account: $618,892
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Jeremiah L
Series 66, Series 63
Reno, NV
Edward Jones
Jeremiah Lesniak in Reno, NV, specializes in retirement plans for business owners and business financial management, which suits entrepreneurs navigating Nevada's unique tax environment. With a background at major banks and Edward Jones' large-firm resources, he offers a comprehensive wealth management approach with an AUM fee up to 1.35%, differentiating him through institutional experience and a broad advisory service range.
Experience: 1 year
Avg account: $246,728
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Clayton H
VerifiedSeries 65
Reno, NV
GK Wealth Management LLC
Clayton Holthaus offers financial advice in Reno, NV, with a focus on private and alternative investments and retirement plans for business owners, which suits entrepreneurs navigating Nevada's unique tax environment. His firm employs a manager-of-managers approach and charges flat fees starting at $500 per quarter, providing transparent pricing and strategic asset allocation that may differ from advisors with hourly or AUM-based fees.
Experience: 6 years
Avg account: $486,359
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Calvin W
Series 66
Reno, NV
Merrill
Calvin Wilson's experience at Merrill, a large firm known for tax-efficient strategies, suits clients in Reno navigating Nevada's unique tax environment, especially those focused on tax-loss harvesting and active portfolio management. His background with Bank of America and focus on mid-career professionals and business owners differentiate him by combining local expertise with access to broad managed account programs and discretionary portfolio management.
Experience: 4 years
Avg account: $860,085
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Christopher F
Series 66
Reno, NV
Wells Fargo Clearing
Christopher Ferre's 16 years of experience and Series 66 designation equip him to navigate Reno's unique tax environment, especially for high-net-worth clients. Affiliated with Wells Fargo Clearing, a large firm offering flat-fee options and retirement plan consulting, he leverages an IPS-driven, modern portfolio theory approach that includes insurance products and bank deposit sweeps, distinguishing him from advisors with smaller firm resources.
Experience: 17 years
Avg account: $475,575
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