{ "path": "/advisors/nv/las-vegas/fee-only", "url": "https://advisorcensus.com/advisors/nv/las-vegas/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Las Vegas, NV", "filters": {}, "scope_total": 33, "faq": [ { "q": "How many financial advisory firms are there in Las Vegas, NV?", "a": "AdvisorCensus lists 163 investment advisory firms with a principal office in the Las Vegas metro area, from Form ADV filings as of October 2026: 48 SEC-registered, 67 state-registered, and 48 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 Las Vegas, NV?", "a": "33 of the 163 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 Las Vegas, NV offer financial planning?", "a": "70 of the 115 firms in Las Vegas, NV 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 Las Vegas, NV 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 33 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 33 investment advisory firms with a principal office in the Las Vegas metro area 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": "Las Vegas has 163 investment advisory firms with a principal office in the metro area as of October 2026: 48 SEC-registered, 67 state-registered, and 48 exempt reporting advisers. 33 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 66 report under $100 million in regulatory assets under management. The metro area has 862,518 households, 91,194 of them with income of $200,000 or more, or 559 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Las Vegas, NV: 33 firms from Form ADV filings as of October 2026.", "total_firms": 33, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 18, "state": 15, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 33 }, { "code": "percentage_of_aum", "count": 32 }, { "code": "hourly", "count": 10 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 18 }, { "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": 15 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 3 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 12 }, { "code": "25m_100m", "count": 3 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 333799, "name": "QTS Retirement Services LLC", "name_as_filed": "QTS RETIREMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/qts-retirement-services-llc-las-vegas-nv-333799", "city": "Las Vegas", "state": "NV", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "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": 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": 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": 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": 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": 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 } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nv", "label": "Financial advisors in Nevada" }, "metro": { "path": "/advisors/nv/las-vegas", "label": "Financial advisors in Las Vegas, NV" }, "city_pages": [ { "path": "/advisors/nv/las-vegas/henderson", "label": "Financial advisors in Henderson, NV", "firm_count": 35 } ], "fee_pages": [ { "path": "/advisors/nv/las-vegas/flat-fee", "label": "Flat-fee financial advisors in Las Vegas, NV", "firm_count": 66 }, { "path": "/advisors/nv/las-vegas/hourly", "label": "Hourly financial advisors in Las Vegas, NV", "firm_count": 50 } ], "niche_pages": [], "state_fee": { "path": "/advisors/nv/fee-only", "label": "Fee-only financial advisors in Nevada" } }, "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" } }