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

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.

How can I pick a good financial advisor?

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.

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

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.

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

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.

What type of financial advisor do I need?

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.

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Find The Best Financial Advisors in Las Vegas, Nevada

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Las Vegas is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Las Vegas & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Las Vegas, Nevada, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 32 non-vetted financial advisors in Las Vegas, Nevada, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Las Vegas, Nevada have an average of 40 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Las Vegas, Nevada

Summit Portfolio Management

702-838-9999

Address

10091 Park Run Drive, Suite 110,
Las Vegas, NV 89145 See Details

Top Financial Advisor Firms in Las Vegas, Nevada (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169	156226	$17,032,495,600	83	A percentage of AUM, Fixed fees
THE AMERIFLEX GROUP 8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113	305585	$6,522,387,220	16327	A percentage of AUM, Hourly charges, Fixed fees
THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148	173194	$5,194,180,776	21408	A percentage of AUM, Hourly charges, Fixed fees
SIMPLIFY ASSET MANAGEMENT INC. 10845 Griffith Peak Drive, 2/F, Las Vegas, NV, 89135	309535	$4,662,466,719	28	A percentage of AUM, Performance Based
DALTON INVESTMENTS, INC. 9440 West Sahara Avenue, Suite 215 Las Vegas, NV, 89117	308609	$4,059,517,879	39	A percentage of AUM, Fixed fees, Performance Based
THE INVESTMENT COUNSEL COMPANY 10000 W. Charleston Blvd., Suite 280 Las Vegas, NV, 89135	19608	$1,640,536,319	1783	A percentage of AUM, Fixed fees
ONE WEALTH MAP, LLC 1980 Festival Plaza Drive, Suite 300 Las Vegas, NV, 89135	171750	$1,101,210,000	1314	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Other (ACCOUNTING CLIENTS)
ARISTA WEALTH MANAGEMENT, LLC 8876 Spanish Ridge Avenue, Suite 202 Las Vegas, NV, 89148	141504	$993,217,542	1628	A percentage of AUM, Hourly charges, Fixed fees
BUCKLEY WEALTH MANAGEMENT, LLC 10100 West Charleston Blvd., #213 Las Vegas, NV, 89135-5001	285823	$583,151,358	594	A percentage of AUM, Hourly charges, Fixed fees
KINGSBRIDGE WEALTH MANAGEMENT, INC. 1140 N. Town Center Drive, Suite 340 Las Vegas, NV, 89144	165560	$453,101,460	217	A percentage of AUM, Performance Based, Other (PROJECT ADMINISTRATION FEES)
WINANS INVESTMENTS 410 S. Rampart Blvd., Suite 390 Las Vegas, NV, 89145	107125	$330,100,000	500	A percentage of AUM
INVESTMENT MANAGEMENT CONSULTANTS 7390 W. Sahara Avenue, Suite 290 Las Vegas, NV, 89117	122718	$328,752,136	394	A percentage of AUM, Hourly charges, Fixed fees
AMERICAN RETIREMENT PLANNING GROUP INC 1120 N. Town Center Dr., Suite 140 Las Vegas, NV, 89144	108300	$289,420,592	815	A percentage of AUM, Hourly charges, Fixed fees
RAREVIEW CAPITAL LLC 1980 Festival Plaza Drive, Suite 300 Las Vegas, NV, 89135	284474	$288,308,118	48	A percentage of AUM, Fixed fees
KAMICHU WEALTH MANAGEMENT LLC 1981 Fenchurch Ct., Las Vegas, NV, 89117	295412	$239,950,638	98	A percentage of AUM, Fixed fees, Performance Based

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Financial Advisors in Las Vegas, Nevada

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