Fee-only adviser · Reno, NV
GW Financial
GW Financial is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Reno, Nevada. On its latest Form ADV, filed April 1, 2026, it reports $134M in regulatory assets under management, 93 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 110478 · SEC file 801-18321 |
| Office | 5470 Kietzke Lane Suite 300 Reno, NV 89511 |
| Phone | (714) 850-0534 |
| Website | www.planretire.com |
| Regulatory assets under management | $134M ($117M discretionary) |
| Individual clients | 41 non-high-net-worth, 52 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Reno
- RB Capital Management, LLC $931M
- Vantage Wealth Planning $265M
- Elevage Partners, LLC $155M
- Kmi Wealth Advisors $55M
- Sensible Portfolios, LLC $195M
- Sierra Management Group $127M
See all 26 fee-only advisers in Reno →
Nearby
- Incline Village 8 firms
- Crystal Bay 1 firm
- Dayton 1 firm
- Tahoe City 2 firms
- Alpine Meadows 1 firm
- Glenbrook 2 firms
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