{ "path": "/advisors/nv/fee-only", "url": "https://advisorcensus.com/advisors/nv/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Nevada", "filters": {}, "scope_total": 76, "faq": [ { "q": "How many financial advisory firms are there in Nevada?", "a": "AdvisorCensus lists 289 investment advisory firms with a principal office in Nevada, from Form ADV filings as of October 2026: 88 SEC-registered, 130 state-registered, and 71 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Nevada?", "a": "76 of the 289 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Nevada offer financial planning?", "a": "131 of the 218 firms in Nevada that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Nevada fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 76 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 76 investment advisory firms with a principal office in Nevada that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Nevada: 76 firms from Form ADV filings as of October 2026.", "total_firms": 76, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 34, "state": 42, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 76 }, { "code": "percentage_of_aum", "count": 71 }, { "code": "hourly", "count": 36 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 42 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 34 }, { "code": "5_to_9", "count": 19 }, { "code": "10_to_19", "count": 12 }, { "code": "20_plus", "count": 10 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 30 }, { "code": "25m_100m", "count": 9 }, { "code": "100m_500m", "count": 26 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 115945, "name": "3rd Creek Investments", "name_as_filed": "3RD CREEK INVESTMENTS", "url": "https://advisorcensus.com/firm/3rd-creek-investments-incline-village-nv-115945", "city": "Incline Village", "state": "NV", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309970, "name": "Actuarial Direct LLC", "name_as_filed": "ACTUARIAL DIRECT LLC", "url": "https://advisorcensus.com/firm/actuarial-direct-llc-pahrump-nv-309970", "city": "Pahrump", "state": "NV", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111243, "name": "Adaptive Wealth Engineering", "name_as_filed": "ADAPTIVE WEALTH ENGINEERING", "url": "https://advisorcensus.com/firm/adaptive-wealth-engineering-las-vegas-nv-111243", "city": "Las Vegas", "state": "NV", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304920, "name": "Alaethes Wealth, LLC", "name_as_filed": "ALAETHES WEALTH, LLC", "url": "https://advisorcensus.com/firm/alaethes-wealth-llc-glenbrook-nv-304920", "city": "Glenbrook", "state": "NV", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174703, "name": "Alpine Asset Management", "name_as_filed": "ALPINE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/alpine-asset-management-zephyr-cove-nv-174703", "city": "Zephyr Cove", "state": "NV", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150762, "name": "Artience Capital Management, LLC", "name_as_filed": "ARTIENCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/artience-capital-management-llc-genoa-nv-150762", "city": "Genoa", "state": "NV", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343059, "name": "Atlas Wealth Management", "name_as_filed": "ATLAS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/atlas-wealth-management-343059", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321140, "name": "Bird Spring Financial LLC", "name_as_filed": "BIRD SPRING FINANCIAL LLC", "url": "https://advisorcensus.com/firm/bird-spring-financial-llc-321140", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 145476, "name": "Bowers Wealth Management, Inc.", "name_as_filed": "BOWERS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bowers-wealth-management-inc-glenbrook-nv-145476", "city": "Glenbrook", "state": "NV", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285823, "name": "Buckley Wealth", "name_as_filed": "BUCKLEY WEALTH", "url": "https://advisorcensus.com/firm/buckley-wealth-las-vegas-nv-285823", "city": "Las Vegas", "state": "NV", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108368, "name": "Caleb Lawrence Registered Investment Adviser Inc.", "name_as_filed": "CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC.", "url": "https://advisorcensus.com/firm/caleb-lawrence-registered-investment-adviser-inc-reno-nv-108368", "city": "Reno", "state": "NV", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123764, "name": "Capstone Capital Wealth Advisors", "name_as_filed": "CAPSTONE CAPITAL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/capstone-capital-wealth-advisors-henderson-nv-123764", "city": "Henderson", "state": "NV", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326217, "name": "Clearpath Investment, LLC", "name_as_filed": "CLEARPATH INVESTMENT, LLC", "url": "https://advisorcensus.com/firm/clearpath-investment-llc-326217", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285988, "name": "Cogwheel Wealth Management, LLC", "name_as_filed": "COGWHEEL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cogwheel-wealth-management-llc-285988", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319013, "name": "Conway Partners", "name_as_filed": "CONWAY PARTNERS", "url": "https://advisorcensus.com/firm/conway-partners-incline-village-nv-319013", "city": "Incline Village", "state": "NV", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119299, "name": "Cornerstone Financial Advisors Ltd.", "name_as_filed": "CORNERSTONE FINANCIAL ADVISORS LTD.", "url": "https://advisorcensus.com/firm/cornerstone-financial-advisors-ltd-henderson-nv-119299", "city": "Henderson", "state": "NV", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151389, "name": "Cunningham Investment Management, LLC", "name_as_filed": "CUNNINGHAM INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cunningham-investment-management-llc-reno-nv-151389", "city": "Reno", "state": "NV", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312245, "name": "Curtis Wealth Management LLC", "name_as_filed": "CURTIS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/curtis-wealth-management-llc-henderson-nv-312245", "city": "Henderson", "state": "NV", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 329342, "name": "Discretionary Inc.", "name_as_filed": "DISCRETIONARY INC.", "url": "https://advisorcensus.com/firm/discretionary-inc-reno-nv-329342", "city": "Reno", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341725, "name": "DX Advisors LLC", "name_as_filed": "DX ADVISORS LLC", "url": "https://advisorcensus.com/firm/dx-advisors-llc-las-vegas-nv-341725", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306325, "name": "Endowment Partners LLC", "name_as_filed": "ENDOWMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/endowment-partners-llc-las-vegas-nv-306325", "city": "Las Vegas", "state": "NV", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330819, "name": "Ensourceful, Inc.", "name_as_filed": "ENSOURCEFUL, INC.", "url": "https://advisorcensus.com/firm/ensourceful-inc-henderson-nv-330819", "city": "Henderson", "state": "NV", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 336797, "name": "ERK Wealth Advisors, LLC", "name_as_filed": "ERK WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/erk-wealth-advisors-llc-las-vegas-nv-336797", "city": "Las Vegas", "state": "NV", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170654, "name": "Fapa Advisory Services Team (fast)", "name_as_filed": "FAPA ADVISORY SERVICES TEAM (FAST)", "url": "https://advisorcensus.com/firm/fapa-advisory-services-team-fast-henderson-nv-170654", "city": "Henderson", "state": "NV", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304650, "name": "FED Advisors, Inc", "name_as_filed": "FED ADVISORS, INC", "url": "https://advisorcensus.com/firm/fed-advisors-inc-henderson-nv-304650", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131442, "name": "Finley Financial, LLC", "name_as_filed": "FINLEY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/finley-financial-llc-las-vegas-nv-131442", "city": "Las Vegas", "state": "NV", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300121, "name": "Fraser Asset Management", "name_as_filed": "FRASER ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/fraser-asset-management-las-vegas-nv-300121", "city": "Las Vegas", "state": "NV", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155999, "name": "G&S Wealth Management LLC", "name_as_filed": "G&S WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/g-and-s-wealth-management-llc-elko-nv-155999", "city": "Elko", "state": "NV", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171568, "name": "Global Macro Asset Management LLC", "name_as_filed": "GLOBAL MACRO ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/global-macro-asset-management-llc-las-vegas-nv-171568", "city": "Las Vegas", "state": "NV", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110478, "name": "GW Financial", "name_as_filed": "GW FINANCIAL", "url": "https://advisorcensus.com/firm/gw-financial-reno-nv-110478", "city": "Reno", "state": "NV", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313385, "name": "Hawken Wealth Management", "name_as_filed": "HAWKEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hawken-wealth-management-reno-nv-313385", "city": "Reno", "state": "NV", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335068, "name": "Haynes Investment Advisors LLC", "name_as_filed": "HAYNES INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/haynes-investment-advisors-llc-reno-nv-335068", "city": "Reno", "state": "NV", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 122718, "name": "Investment Management Consultants", "name_as_filed": "INVESTMENT MANAGEMENT CONSULTANTS", "url": "https://advisorcensus.com/firm/investment-management-consultants-las-vegas-nv-122718", "city": "Las Vegas", "state": "NV", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156226, "name": "Keystate Advisory, LLC", "name_as_filed": "KEYSTATE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/keystate-advisory-llc-las-vegas-nv-156226", "city": "Las Vegas", "state": "NV", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313218, "name": "KMI Wealth Advisors", "name_as_filed": "KMI WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/kmi-wealth-advisors-reno-nv-313218", "city": "Reno", "state": "NV", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300318, "name": "Macdonald Wealth Associates LLC", "name_as_filed": "MACDONALD WEALTH ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/macdonald-wealth-associates-llc-las-vegas-nv-300318", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331501, "name": "Maierhofer Wealth", "name_as_filed": "MAIERHOFER WEALTH", "url": "https://advisorcensus.com/firm/maierhofer-wealth-stagecoach-nv-331501", "city": "Stagecoach", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341886, "name": "MAV Wealth, LLC", "name_as_filed": "MAV WEALTH, LLC", "url": "https://advisorcensus.com/firm/mav-wealth-llc-las-vegas-nv-341886", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151187, "name": "McBroom & Associates, LLC", "name_as_filed": "MCBROOM & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/mcbroom-and-associates-llc-las-vegas-nv-151187", "city": "Las Vegas", "state": "NV", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311833, "name": "Michael Mellberg Investment Advisor", "name_as_filed": "MICHAEL MELLBERG INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/michael-mellberg-investment-advisor-reno-nv-311833", "city": "Reno", "state": "NV", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106969, "name": "Moler Capital Management", "name_as_filed": "MOLER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/moler-capital-management-las-vegas-nv-106969", "city": "Las Vegas", "state": "NV", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339546, "name": "Momentum Capital Management", "name_as_filed": "MOMENTUM CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/momentum-capital-management-reno-nv-339546", "city": "Reno", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297602, "name": "Nest EGG Financial Advisors", "name_as_filed": "NEST EGG FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/nest-egg-financial-advisors-crystal-bay-nv-297602", "city": "Crystal Bay", "state": "NV", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335107, "name": "Oceanair Wealth", "name_as_filed": "OCEANAIR WEALTH", "url": "https://advisorcensus.com/firm/oceanair-wealth-las-vegas-nv-335107", "city": "Las Vegas", "state": "NV", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167721, "name": "Octavia Investments LLC", "name_as_filed": "OCTAVIA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/octavia-investments-llc-las-vegas-nv-167721", "city": "Las Vegas", "state": "NV", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131562, "name": "Open Window Financial Solutions, Ltd.", "name_as_filed": "OPEN WINDOW FINANCIAL SOLUTIONS, LTD.", "url": "https://advisorcensus.com/firm/open-window-financial-solutions-ltd-reno-nv-131562", "city": "Reno", "state": "NV", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331816, "name": "Pandora Wealth, Inc.", "name_as_filed": "PANDORA WEALTH, INC.", "url": "https://advisorcensus.com/firm/pandora-wealth-inc-las-vegas-nv-331816", "city": "Las Vegas", "state": "NV", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120805, "name": "Paradigm Capital Management", "name_as_filed": "PARADIGM CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/paradigm-capital-management-reno-nv-120805", "city": "Reno", "state": "NV", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153642, "name": "Patrick J. Keating Investment Management, LLC", "name_as_filed": "PATRICK J. 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