Question 1

Why should I hire a financial advisor to manage my money?

Accepted Answer

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Question 2

How can I pick a good financial advisor?

Accepted Answer

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Question 3

What's the difference between a financial planner and a financial advisor?

Accepted Answer

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Question 4

How much money should you have before getting a financial advisor?

Accepted Answer

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Question 5

What type of financial advisor do I need?

Accepted Answer

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
DIGITAL ALPHA ADVISORS, LLC 3535 Executive Terminal Drive, Suite 110, Ste 110 Henderson, NV, 89052	286351	$1,813,040,549	11	A percentage of AUM, Performance Based
CAPSTONE CAPITAL WEALTH ADVISORS 2600 Paseo Verde Parkway, Ste. 150 Henderson, NV, 89074-7167	123764	$321,304,384	578	A percentage of AUM, Fixed fees
CONFIDENCE WEALTH MANAGEMENT, LLC 170 S Green Valley Pkwy, Suite 300 Henderson, NV, 89012	127383	$267,130,014	1820	A percentage of AUM, Hourly charges, Fixed fees
WEST RIDGE ADVISORS 1528 W. Warm Springs Rd #120, Henderson, NV, 89014	282718	$188,574,674	690	A percentage of AUM, Hourly charges, Fixed fees
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. 2400 W Horizon Ridge Pkwy, Henderson, NV, 89052	309710	$155,768,876	346	A percentage of AUM, Hourly charges
CURTIS WEALTH MANAGEMENT LLC 170 S. Green Valley Parkway, Suite 300 (Office 351) Henderson, NV, 89012	312245	$144,858,172	470	A percentage of AUM, Hourly charges, Fixed fees
DIAZO, LLC 2518 Anthem Village Dr, Suite 104, Henderson, NV, 89052	324419	$132,663,742	467	A percentage of AUM, Fixed fees

Find The Best Financial Advisors in Henderson, Nevada

How To Find The Best Financial Advisors in Henderson , Nevada
Last Updated - 13-Jun-2023

List of Qualified Financial Advisors in Henderson , Nevada

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