{ "path": "/advisors/nv/fee-only", "url": "https://advisorcensus.com/advisors/nv/fee-only/page/2", "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": 2, "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": 289152, "name": "Rader Wealth Management LLC", "name_as_filed": "RADER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rader-wealth-management-llc-las-vegas-nv-289152", "city": "Las Vegas", "state": "NV", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284474, "name": "Rareview Capital LLC", "name_as_filed": "RAREVIEW CAPITAL LLC", "url": "https://advisorcensus.com/firm/rareview-capital-llc-las-vegas-nv-284474", "city": "Las Vegas", "state": "NV", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130189, "name": "Read & Powell Financial Services, LLC", "name_as_filed": "READ & POWELL FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/read-and-powell-financial-services-llc-elko-nv-130189", "city": "Elko", "state": "NV", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107711, "name": "Reynolds Capital Management, LLC", "name_as_filed": "REYNOLDS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/reynolds-capital-management-llc-las-vegas-nv-107711", "city": "Las Vegas", "state": "NV", "years_registered": 41, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324252, "name": "Rightwise Wealth", "name_as_filed": "RIGHTWISE WEALTH", "url": "https://advisorcensus.com/firm/rightwise-wealth-las-vegas-nv-324252", "city": "Las Vegas", "state": "NV", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 8425, "name": "RJJ Pasadena Securities, Inc.", "name_as_filed": "RJJ PASADENA SECURITIES, INC.", "url": "https://advisorcensus.com/firm/rjj-pasadena-securities-inc-henderson-nv-8425", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282776, "name": "Rubey & Rust Capital Management, LLC", "name_as_filed": "RUBEY & RUST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rubey-and-rust-capital-management-llc-incline-village-nv-282776", "city": "Incline Village", "state": "NV", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341168, "name": "Sagebrush Wealth Partners", "name_as_filed": "SAGEBRUSH WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/sagebrush-wealth-partners-341168", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108724, "name": "Schultz Financial Group Incorporated", "name_as_filed": "SCHULTZ FINANCIAL GROUP INCORPORATED", "url": "https://advisorcensus.com/firm/schultz-financial-group-incorporated-reno-nv-108724", "city": "Reno", "state": "NV", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121045, "name": "Sensible Portfolios, LLC", "name_as_filed": "SENSIBLE PORTFOLIOS, LLC", "url": "https://advisorcensus.com/firm/sensible-portfolios-llc-reno-nv-121045", "city": "Reno", "state": "NV", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311268, "name": "Sequoia Wealth Management Group", "name_as_filed": "SEQUOIA WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/sequoia-wealth-management-group-minden-nv-311268", "city": "Minden", "state": "NV", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307227, "name": "Sierra Management Group", "name_as_filed": "SIERRA MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/sierra-management-group-reno-nv-307227", "city": "Reno", "state": "NV", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145304, "name": "Sierra Nevada Wealth Management, LLC", "name_as_filed": "SIERRA NEVADA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sierra-nevada-wealth-management-llc-dayton-nv-145304", "city": "Dayton", "state": "NV", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 19608, "name": "The Investment Counsel Company", "name_as_filed": "THE INVESTMENT COUNSEL COMPANY", "url": "https://advisorcensus.com/firm/the-investment-counsel-company-las-vegas-nv-19608", "city": "Las Vegas", "state": "NV", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145515, "name": "The Spinelli Group LLC", "name_as_filed": "THE SPINELLI GROUP LLC", "url": "https://advisorcensus.com/firm/the-spinelli-group-llc-145515", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 295090, "name": "Thrive Wise Wealth", "name_as_filed": "THRIVE WISE WEALTH", "url": "https://advisorcensus.com/firm/thrive-wise-wealth-henderson-nv-295090", "city": "Henderson", "state": "NV", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 134197, "name": "Trilogy Investment Management, LLC", "name_as_filed": "TRILOGY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trilogy-investment-management-llc-134197", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310879, "name": "Ulta Wealth Management, LLC", "name_as_filed": "ULTA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ulta-wealth-management-llc-las-vegas-nv-310879", "city": "Las Vegas", "state": "NV", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285644, "name": "Universal Value Advisors", "name_as_filed": "UNIVERSAL VALUE ADVISORS", "url": "https://advisorcensus.com/firm/universal-value-advisors-reno-nv-285644", "city": "Reno", "state": "NV", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173929, "name": "Vantage Wealth Planning", "name_as_filed": "VANTAGE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/vantage-wealth-planning-reno-nv-173929", "city": "Reno", "state": "NV", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108137, "name": "Vomund Investment Management, LLC", "name_as_filed": "VOMUND INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vomund-investment-management-llc-incline-village-nv-108137", "city": "Incline Village", "state": "NV", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322123, "name": "Wealth in Yourself LLC", "name_as_filed": "WEALTH IN YOURSELF LLC", "url": "https://advisorcensus.com/firm/wealth-in-yourself-llc-zephyr-cove-nv-322123", "city": "Zephyr Cove", "state": "NV", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323014, "name": "Western Level Advisors LLC", "name_as_filed": "WESTERN LEVEL ADVISORS LLC", "url": "https://advisorcensus.com/firm/western-level-advisors-llc-reno-nv-323014", "city": "Reno", "state": "NV", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107125, "name": "Winans Investments", "name_as_filed": "WINANS INVESTMENTS", "url": "https://advisorcensus.com/firm/winans-investments-las-vegas-nv-107125", "city": "Las Vegas", "state": "NV", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324342, "name": "Winder Wealth Management LLC", "name_as_filed": "WINDER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/winder-wealth-management-llc-324342", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 332891, "name": "Winston Wealth Strategies, LLC", "name_as_filed": "WINSTON WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/winston-wealth-strategies-llc-332891", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nv", "label": "Financial advisors in Nevada" }, "fee_pages": [ { "path": "/advisors/nv/flat-fee", "label": "Flat-fee financial advisors in Nevada", "firm_count": 119 }, { "path": "/advisors/nv/hourly", "label": "Hourly financial advisors in Nevada", "firm_count": 101 } ], "metro_fee_pages": [ { "path": "/advisors/nv/las-vegas/fee-only", "firm_count": 33, "label": "Fee-only financial advisors in Las Vegas, NV" }, { "path": "/advisors/nv/reno/fee-only", "firm_count": 24, "label": "Fee-only financial advisors in Reno, NV" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }