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Best Financial Advisors in Las Vegas

2024

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Providers

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Website
10000 W Charleston Boulevard, Suite 280, Las Vegas, NV 89135
  • Estate Planning
  • Investment Management
  • Tax Planning
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Established in 1987, ICC provides financial advising services to clients in Las Vegas. It serves individuals and families wanting to manage their finances to reach their short-term and long-term needs and goals by offering financial planning services. These services allow clients to monitor and evaluate their investments, create strategic plans for retirement needs, and conduct regular updates on investment portfolios. It also offers other wealth management solutions involving tax, estate, and philanthropic planning services. The company's team holds various designations, such as AIFA, CPA, and CIMA.

License Verified:

License: 19608

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Las Vegas, NV
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV 89119
  • Estate Planning

Why choose this provider?

SkyOak Capital, Inc., based in Las Vegas, is focused on generational wealth management. The office is led by Jennifer Davis, who has over 30 years of experience and has been a CFP since the 1990s. Jennifer provides clients with private wealth management, financial planning, investment management, and asset protection services. Her firm also offers a multitude of corporate services, such as risk mitigation and commercial insurance. SkyOak Capital received the 2018 National RIA Corporate Philanthropy Award from Invest in Others for actively giving back to nonprofits to improve communities.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (51)
Yelp
5.0 / 5 (1)

Website
1140 North Town Center Drive, Las Vegas, NV 89144
  • Certified Financial Planner (CFP)

Why choose this provider?

Kingsbridge Alternative Strategies Fund is an investment advisory firm that manages alternative investment funds for clients in Las Vegas. Established in 2009, the firm offers investors the opportunity to invest in Home Equity Investment Contracts, which are structured residential real estate option purchase agreements. This can help homeowners access the liquidity of their home equity. The firm's founder and president, David Dunn, has 17 years of experience in the industry. Dunn is a Certified Private Wealth Advisor.

Website
8906 Spanish Ridge Avenue, Las Vegas, NV 89148
  • Estate Planning

Why choose this provider?

Donald B. Pearson is a wealth management advisor with WestPac Wealth Partners. Serving Las Vegas clients, he assists individuals and business owners in a wide range of financial aspects including estate planning, insurance optimization, college funding, business exit planning coordination, and business succession planning. Pearson is also a Certified Financial Planner who discovered his passion for finance after working as a financial manager for the Marine Corps. Moreover, the firm serves different clients such as entrepreneurs, physicians, and professional athletes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8876 Spanish Ridge Avenue, Las Vegas, NV 89148
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Arista Wealth Management is a financial advisor serving clients in Las Vegas and nearby areas. The company offers a wide range of services, such as cash flow analysis, education planning, and comprehensive financial planning. Portfolio rebalancing and low-cost investment solutions are also offered by the firm. This privately held company has been providing its services to the community since 2006. It is led by Paul L. Moffat, who has 22 years of experience in wealth planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (28)

Website
8675 South Eastern Avenue, Las Vegas, NV 89123
  • Estate Planning

Why choose this provider?

Strategic Wealth Advisors is a financial planning service that focuses on wealth accumulation and estate preservation for individuals and families in the Las Vegas metro. Established in 2000, the firm caters to sole proprietors, business owners, and CPA firms. Other clients include doctors, attorneys, managers, and C-level executives. Founder Richard Hanseen started his career as a certified public accountant in 1981. He is a National Association of Insurance and Financial Advisors and a The Financial Planning Association member.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Website
2920 South Jones Boulevard, Las Vegas, NV 89146
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

SagePoint Financial provides individuals and business owners in Las Vegas with programs customized to meet their long-term financial objectives. This client-centered agency is owned by Richard Hoover, who has been providing financial services since 1991. Hoover and his associates assist clients with investment management, insurance, and financial planning. These include asset allocation planning, retirement planning, money management, and college investment programs. Furthermore, the independent advisors have access to various investment companies and offer tools for calculating personal finances.

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do financial advisors get paid in Las Vegas?

    Financial advisors generally get paid through commissions or an hourly or flat fee in Las Vegas. Financial advisors may charge a percentage based on the client's assets under management. Additionally, they can get compensated through a combination of commissions, flat fees, and a percentage of assets under management.

  • How should you choose a financial advisor in Las Vegas?

    To choose a financial advisor in Las Vegas, you should determine the kind of financial advice you need. Additionally, you must consider factors like fiduciary status, compensation structure, financial planning approach, and account minimums. Meeting frequency, collaboration with other advisors, conflicts of interest, and available services should also be considered when selecting a financial advisor.

  • In Las Vegas, is it better to have a financial advisor or financial planner?

    A financial advisor can be suitable for you if you have short-term financial issues, while a financial planner can be better if you need assistance in developing a comprehensive long-term financial plan. Additionally, a financial advisor can be a good fit for you if you need occasional guidance regarding your financial matters. In contrast, a financial planner can be helpful when you want to gain a comprehensive view of the way finances evolve over a time period.

  • How many clients do financial advisors in Las Vegas usually have?

    Financial advisors in Las Vegas generally have 50 to 150 clients. Some may need more or fewer clients to have consistent revenues for their business. Financial advisors with years of experience often have a longer client list. As some clients need annual or regular monthly meetings to reassess their financial plan, the number of clients a financial advisor can manage may differ.

  • Do millionaires in Las Vegas have financial advisors?

    Generally, millionaires in Las Vegas have financial advisors to grow and protect their wealth. According to a survey released by Fidelity Investments, around 22 percent of millionaire households have independent advisors. Financial advisors generally help clients with investment management and financial planning matters. As millionaires may not have ample time to build an investment and estate plan, they utilize the knowledge and expertise of investment managers or wealth advisors.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.