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Financial advisors · Nevada

Fee-only financial advisors in Las Vegas, NV

From SEC and state Form ADV filingsUpdated 2026-11-07

32 fee-only investment advisers have offices in Las Vegas, Nevada, according to their Form ADV filings with the SEC and state regulators. 20 offer hourly or flat-fee arrangements, 11 charge only a percentage of the assets they manage, and 20 provide financial planning. 16 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 4 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 32 of 32

Black Card Circle

Las Vegas, NV (office address not published) · (818) 585-1295

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$98M
Individual clients
460
Advisory staff
6
Registered with
CA, NV

Profile · Website · SEC record

Whalen Financial

7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113 · (702) 878-3900

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$223M
Individual clients
391
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Buckley Wealth

10100 West Charleston Blvd. #213, Las Vegas, NV 89135 · (702) 805-1010

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$644M
Individual clients
210
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Adaptive Wealth Engineering

10091 Park Run Drive #110, Las Vegas, NV 89145 · (702) 838-9999

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$214M
Individual clients
113
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Pandora Wealth, Inc.

1980 Festival Plaza Suite 300, Las Vegas, NV 89135 · (630) 230-6841

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$285M
Individual clients
105
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Rightwise Wealth

10845 Griffith Peak DR, Las Vegas, NV 89135 · (702) 986-0868

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$14M
Individual clients
37
Advisory staff
3
Registered with
CA, IL, NV +

Profile · Website · SEC record

M Stevens Wealth Advisors, LLC

3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169 · (702) 509-7000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$7.1M
Individual clients
37
Advisory staff
2
Registered with
CA, NV, OR +

Profile · Website · SEC record

Rader Wealth Management LLC

8337 W Sunset Road Suite 100, Las Vegas, NV 89146 · (435) 773-2171

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
33
Advisory staff
1
Registered with
NV

Profile · SEC record

Ulta Wealth Management, LLC

3311 South Rainbow Blvd. Suite 203, Las Vegas, NV 89146 · (702) 478-4777

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$146M
Individual clients
27
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Darby Wealth Planning LLC

9205 West Russell Road Suite 240, Las Vegas, NV 89148 · (201) 875-5915

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$27M
Individual clients
19
Advisory staff
1
Registered with
CA, NJ, NV +

Profile · Website · SEC record

Erk Wealth Advisors, LLC

10161 W Park Run Drive Suite 150, Las Vegas, NV 89145 · (818) 649-3940

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$5.6M
Individual clients
13
Advisory staff
1
Registered with
CA, NV

Profile · SEC record

Sterling Wealth Management

9516 W. Flamingo RD Suite 205, Las Vegas, NV 89147 · (702) 228-0500

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$37M
Individual clients
11
Advisory staff
1
Registered with
NV

Profile · Website · SEC record

Fraser Asset Management

300 S 4th Street Suite 1015, Las Vegas, NV 89101 · (702) 329-2849

  • Percentage of assets
  • Financial planning
Assets managed
$3.6M
Individual clients
7
Advisory staff
1
Registered with
NV

Profile · Website · SEC record

Oceanair Wealth

Las Vegas, NV (office address not published) · (303) 304-0448

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$486K
Individual clients
5
Advisory staff
1
Registered with
NV

Profile · Website · SEC record

Endowment Partners LLC

300 S 4th Street Ste 1015, Las Vegas, NV 89101 · (702) 842-2000

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$76M
Individual clients
2
Advisory staff
3
Registered with
NV

Profile · Website · SEC record

Winans Investments

410 S. Rampart Blvd. Suite 390, Las Vegas, NV 89145 · (800) 494-6267

  • Percentage of assets
Assets managed
$306M
Individual clients
264
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

McBroom & Associates, LLC

1635 Village Center Cir Ste 140, Las Vegas, NV 89134 · (702) 267-6649

  • Percentage of assets
Assets managed
$242M
Individual clients
110
Advisory staff
1
Registered with
SEC

Profile · SEC record

Rareview Capital LLC

10785 W. Twain Avenue Suite 210, Las Vegas, NV 89135 · (212) 475-8664

  • Percentage of assets
  • Fixed fee
Assets managed
$538M
Individual clients
29
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Strategic Portfolio Advisors

10161 Park Run Drive Suite 150, Las Vegas, NV 89145 · (702) 515-7445

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$97M
Individual clients
69
Advisory staff
1
Registered with
NV

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Finley Financial, LLC

11421 Rain Canyon Ave, 102, Las Vegas, NV 89135 · (503) 474-3535

  • Percentage of assets
Assets managed
$260M
Individual clients
124
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Houssels Capital Management, LLC

2820 W. Charleston Blvd. Ste. 20, Las Vegas, NV 89102 · (702) 252-3270

  • Percentage of assets
Assets managed
$51M
Individual clients
14
Advisory staff
1
Registered with
NV

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Global Macro Asset Management LLC

3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169 · (702) 476-4558

  • Percentage of assets
Assets managed
$2.7M
Individual clients
9
Advisory staff
2
Registered with
NV

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Las Vegas

Another 11 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Las Vegas?

Form ADV records how firms charge, not what they charge. Of the 32 firms listed here, 20 offer hourly or flat fees and 32 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Las Vegas advisers selected?

Every registered investment adviser with an office in Las Vegas that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.