A complete list of active advisors currently associated with Nevada Retirement Planners, LLC
Warmer can help you find a great advisor at Nevada Retirement Planners, LLC or one who fits your needs even better.
Nevada Retirement Planners, LLC provides discretionary asset management, financial planning and consulting, and facilitates placements with third‑party money managers. The firm’s Form ADV lists typical client types — individuals, retirement plans, trusts, estates, charitable organizations, and business entities — and it reports no client assets under management as of April 17, 2026. The firm accepts discretionary authority and tailors portfolios to each client’s stated goals, time horizon and risk tolerance, documenting objectives in an investment policy or risk tolerance statement. Its investment process draws on fundamental, technical and cyclical analysis and may include long‑ and short‑term purchases, trading and options strategies; the firm also serves as a liaison to third‑party managers and reviews their quarterly reports. Distinctive features include regularly offered free educational seminars and workshops for clients and prospects and an affiliation with an insurance business — the managing member is a licensed insurance agent and the firm’s representatives may receive insurance commissions. The firm also refers clients to a specific third‑party manager under a fee‑sharing and incentive arrangement, a relationship disclosed in the brochure and identified as a potential conflict of interest that the firm says it mitigates through disclosures and fiduciary procedures.
To learn more about the advisors currently working at Nevada Retirement Planners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reno, NV
| 10
| |
Reno, NV
| 17
|
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")