Read & Powell Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$153,472,180
Clients
529
Advisors
3
of 3 employees
About
Read & Powell Financial Services provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, and select charitable organizations, overseeing roughly $159.7 million across more than 500 client relationships. Services include ongoing portfolio management, written financial plans and access to wrap advisory programs; investment management is generally charged on an asset‑based basis.
The firm develops individualized investment policies through in‑depth interviews to establish objectives, time horizon, risk tolerance and liquidity needs, and implements portfolios across a range of securities including equities, fixed income, mutual funds, ETFs and certain alternative interests. Portfolios are managed on a discretionary basis with quarterly reviews, periodic rebalancing, and the use of fundamental and technical analysis alongside mutual‑fund/ETF due diligence to guide security selection.
Two features distinguish the practice from many peers: the firm sponsors client participation in the Fidelity Managed Account Xchange (FMAX) wrap program and leverages the platform’s analytic and FinTech tools for model construction and reporting, and key firm personnel are partners in an affiliated accounting firm that routinely cross‑refers clients. The brochure discloses that those accounting partners devote the majority of their time to the accounting practice and identifies the referral and insurance relationships as potential conflicts of interest that are disclosed to clients.
Client services
Expertise
Fee options
1% annually
Agents of the firm may receive separate commission compensation from insurance product sales.
Financial planning fees generally $250 per hour, fees determined based on services and complexity.
Main office
491 Fifth Street
Elko NV 89801
Advisors at this office
3
Most active in
Idaho · Nevada · New Hampshire · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nick K
Series 63, Series 65
Elko, NV
Read & Powell Financial Services, LLC
Nick Konakis is a financial advisor with Read & Powell Financial Services, LLC in Elko, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Read & Powell Financial Services since 2004 and is also associated with Read & Powell, LLP, an accounting partnership. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and charitable clients, managing approximately $147 million across about 516 clients. The firm employs a team approach, using fundamental and technical analysis alongside mutual fund and ETF evaluation, and leverages Fidelity’s FMAX platform and integrated fintech tools to develop and implement personalized investment policies.
Diane R
Series 66
Elko, NV
Read & Powell Financial Services, LLC
Diane Rice is a financial advisor with Read & Powell Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she is employed as a personal assistant. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses a combination of fundamental and technical analysis to develop individualized investment policies and manages approximately $147 million for over 500 clients through a team of six advisors.
Eric W
Series 65
Elko, NV
Read & Powell Financial Services, LLC
Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)