Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Primarily driven by tourism, gaming, and entertainment, Las Vegas, Nevada, has also been diversifying into tech, logistics, and healthcare. The city is a popular destination for retirees due to Nevada's lack of state income tax, warm climate, and lower cost of living compared to coastal cities. While the city offers exciting financial opportunities, managing investments, retirement planning, and estate planning can be complex. Working with an experienced financial advisor in Las Vegas can help you navigate these financial decisions with confidence.
With over 1,000+ Las Vegas financial advisors available, finding a suitable advisor who meets your specific needs can prove to be difficult. This is where WiserAdvisor comes into the picture. It simplifies this process by matching you with 2-3 vetted professionals that could help you meet your specific financial goals. The service is free, and you have no obligation to hire.
For over two decades, we have maintained a trusted network of fiduciary advisors who meet strict industry standards. Every financial planner in Las Vegas within our directory is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a Las Vegas financial advisor who understands your unique financial situation and has the relevant qualifications to guide you toward your financial goals.
Las Vegas
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Las Vegas,
Nevada
have an average of
40
years of experience.
NOTE: The list of vetted financial
advisors in
Las Vegas,
Nevada
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Las Vegas, Nevada.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 40 Years | $0 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 111243
Series 7, 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
10091 Park Run Drive, Suite 110,
Las Vegas,
NV
89145
Phone Number
702-838-9999
Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional brokerage firms. Founded in 1984 by Timothy F. Bock, Summit takes pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis. Summit is one of the few firms nationwide to provide Portfolio Engineering. Portfolio Engineering is the process of linking clients financial objectives to a portfolio strategy designed to have the highest probability of success.We are committed to the highest standards of service, integrity, quality, and excellence.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 8 | 83 | $17,032,495,600 | A percentage of AUM, Fixed fees |
|
| 149 | 16327 | $6,522,387,220 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 264 | 21408 | $5,194,180,776 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 45 | 28 | $4,662,466,719 | A percentage of AUM, Performance Based |
|
| 36 | 39 | $4,059,517,879 | A percentage of AUM, Fixed fees, Performance Based |
|
| 11 | 1783 | $1,640,536,319 | A percentage of AUM, Fixed fees |
|
| 13 | 1314 | $1,101,210,000 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Other (ACCOUNTING CLIENTS) |
|
| 14 | 1628 | $993,217,542 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 594 | $583,151,358 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 217 | $453,101,460 | A percentage of AUM, Performance Based, Other (PROJECT ADMINISTRATION FEES) |
|
| 6 | 500 | $330,100,000 | A percentage of AUM |
|
| 2 | 394 | $328,752,136 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 815 | $289,420,592 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 4 | 48 | $288,308,118 | A percentage of AUM, Fixed fees |
|
| 7 | 98 | $239,950,638 | A percentage of AUM, Fixed fees, Performance Based |
To find a reputable financial advisor in Las Vegas, start by verifying their credentials, such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), or Chartered Financial Consultant (ChFC®). Use regulatory resources like FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website to check the advisor's disciplinary history. Opting for a fiduciary financial planner in Las Vegas ensures they are legally obligated to act in your best interest.
You can also use WiserAdvisor's free match tool to connect with vetted Las Vegas financial advisors who have been pre-screened for experience and compliance with industry regulations. Asking for referrals, reading online reviews, and scheduling an initial consultation can also help you determine a suitable financial consultant in Las Vegas for your needs.
Las Vegas has a unique economic landscape due to the city's heavy reliance on the gaming, tourism, and hospitality industries. Many residents work in jobs with fluctuating incomes and tipping structures, making budgeting and financial planning critical. Many Las Vegas residents have to grapple with the rising cost of living and fluctuations in the housing market.
A financial planner in Las Vegas can help residents address these challenges through tailored financial strategies, including establishing emergency funds, managing irregular income, and optimizing investments for long-term stability.
Yes, Las Vegas financial advisors can advise on sector-specific stocks, REITs (Real Estate Investment Trusts) related to Las Vegas casinos, and diversified portfolios that include investments in the city's booming tourism sector.
Yes, financial advisors in Las Vegas must adhere to federal regulations set by the SEC and FINRA, as well as any state-specific regulations imposed by the Nevada Securities Division. Fiduciary advisors are legally required to act in clients' best interests, ensuring transparency and ethical financial guidance. Advisors offering investment advice must also register with the appropriate authorities and comply with disclosure requirements regarding fees, conflicts of interest, and investment risks.
When selecting a financial advisor in Las Vegas, look for credentials such as:
Ensure you verify the advisor's credentials through FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure database. You can use BrokerCheck to verify the advisor's employment history, qualifications, and any disciplinary actions taken against them.
Since Nevada has no state income tax, Las Vegas financial advisors focus on optimizing federal tax liabilities for both individuals and businesses. They assist local business owners with tax-efficient retirement plans, deductions, and strategies such as tax-loss harvesting to boost their savings and income. Additionally, a financial advisor in Las Vegas can help businesses in the hospitality and entertainment sectors navigate industry-specific tax advantages and compliance requirements.
Some of the common financial mistakes that Las Vegas residents should avoid making are failing to build an emergency fund to account for irregular income periods. Since Las Vagas is predominantly a tourism-focused economy, many workers employed in the hospitality and gaming industry earn fluctuating wages, making budgeting and savings crucial. Another mistake they make is not taking advantage of Nevada's tax benefits as there is no income tax levied in the state. Las Vegas residents should avoid overspending and indulging in excessive discretionary spending. Consulting with a Las Vegas financial advisor can help establish a disciplined budget.
A local financial advisor in Las Vegas offers several advantages such as holding expertise in Nevada's tax laws. They can help clients leverage tax-efficient strategies to take advantage of no state income tax. Las Vegas financial advisors understand the city's hospitality-driven economy and can tailor financial plans accordingly. A local financial advisor can provide access to estate planners, attorneys, and tax specialists with expertise in Nevada regulations. Additionally, local advisors can offer face-to-face meetings, personalized strategies, and real-time guidance tailored to their clients' financial goals and needs.
