Reno, NV Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
TCI Wealth Advisors, Inc.
Multi-team
Firm-wide stats for TCI Wealth Advisors, Inc.
About
TCI Wealth Advisors serves individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, estates and charitable organizations with discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting. The firm operates as a fee‑only adviser with a multi‑advisor team and manages several billion dollars in client assets.
The firm emphasizes a disciplined, long‑term asset allocation approach that uses institutional asset‑class funds, exchange‑traded funds and mutual funds (including Dimensional Fund Advisors funds), portfolio diversification, and periodic rebalancing; it also offers model asset allocation programs designed to meet the Rule 3a‑4 safe harbor. TCI uses technology such as ByAllAccounts and eMoney for consolidated reporting, may allocate to independent managers, and treats cash as an active asset class in defensive positioning.
Notable distinctions disclosed in the brochure include the firm’s use of hypothetical performance in marketing materials, an uncommon practice among peers, and its reliance on DFA funds, which can limit clients’ continued access to certain fund purchases if they change advisers. The brochure also highlights retirement plan work (including ERISA 3(21) and 3(38) engagements) and servicing arrangements that give rise to custody considerations under SEC rules, which trigger ongoing compliance measures such as surprise CPA examinations.
Based on TCI Wealth Advisors, Inc.
Expertise
Based on TCI Wealth Advisors, Inc.
Location
4757 Caughlin Parkway, Suite B
Reno NV 89519
Advisors at this office
4
Advisors at this office
Constance C
Series 65
Reno, NV
TCI Wealth Advisors, Inc.
Constance Chan is a financial advisor at TCI Wealth Advisors, Inc. in Reno, NV, holding a Series 65 credential with three years of industry experience. Prior to her advisory role, she worked as a server at China Jade Horse Restaurant for over ten years. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.
Jennifer M
CFP®, Series 65
Reno, NV
TCI Wealth Advisors, Inc.
Jennifer Means is a Certified Financial Planner (CFP®) with 11 years of experience in the financial advisory industry. She has been with TCI Wealth Advisors, Inc. since 2013, contributing to the firm’s multi-advisor team based in Reno, NV. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and manages several billion dollars in client assets on a fee-only basis.
Joshua R
CFP®
Reno, NV
TCI Wealth Advisors, Inc.
Joshua Rennie is a CFP® professional with six years of experience in financial advising. He has been with TCI Wealth Advisors, Inc. since 2017 and previously worked for Climate Pros of Northern Nevada for twelve years. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process, primarily utilizing institutional asset-class funds and maintaining a long-term, diversified approach.
Hayley M
Series 65
Reno, NV
TCI Wealth Advisors, Inc.
Hayley Malone is a financial advisor at TCI Wealth Advisors, Inc. in Reno, NV, holding a Series 65 designation with one year of industry experience. Her prior experience includes roles at AAFCPAs, Broadstreet, BNC, and EY. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only multi-advisor team managing several billion dollars in client assets.
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