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Financial advisors · Nevada

Fee-only financial advisors in Reno, NV

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

26 fee-only investment advisers have offices in Reno, Nevada, according to their Form ADV filings with the SEC and state regulators. 20 offer hourly or flat-fee arrangements, 4 charge only a percentage of the assets they manage, and 18 provide financial planning. 15 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 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 26 of 26

RB Capital Management, LLC

5365 Reno Corporate DR. Suite 200, Reno, NV 89511 · (775) 993-2900

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$931M
Individual clients
636
Advisory staff
14
Registered with
SEC

Profile · Website · SEC record

Vantage Wealth Planning

3748 Lakeside DR. Suite 100, Reno, NV 89509 · (775) 502-8484

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$265M
Individual clients
398
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Elevage Partners, LLC

5470 Kietzke Lane Suite 300, Reno, NV 89511 · (800) 725-1622

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$155M
Individual clients
365
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Kmi Wealth Advisors

375 Vassar ST, Reno, NV 89502 · (775) 223-1484

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$55M
Individual clients
186
Advisory staff
1
Registered with
CA, NV

Profile · Website · SEC record

Sierra Management Group

5255 Longley Lane Suite 101, Reno, NV 89511 · (775) 284-2552

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$127M
Individual clients
162
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Advowealth Advisors, LLC

201 W Liberty Street Suite 207, Reno, NV 89501 · (775) 996-5672

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$54M
Individual clients
101
Advisory staff
2
Registered with
CA, NV

Profile · Website · SEC record

GW Financial

5470 Kietzke Lane Suite 300, Reno, NV 89511 · (714) 850-0534

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$134M
Individual clients
93
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

RSW Wealth Management

6566 S. McCarran Blvd Suite a, Reno, NV 89509 · (775) 825-7637

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$51M
Individual clients
31
Advisory staff
2
Registered with
NV

Profile · Website · SEC record

Discretionary Inc.

5470 Kietzke Lane, Reno, NV 89511 · (775) 432-7671

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.4M
Individual clients
10
Advisory staff
1
Registered with
NV

Profile · Website · SEC record

Hawken Wealth Management

Reno, NV (office address not published) · (775) 848-5644

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.5M
Individual clients
Under 5
Advisory staff
1
Registered with
NV

Profile · SEC record

Klaraos, LLC

239 South Sierra Street, Reno, NV 89501 · (775) 831-5546

  • Percentage of assets
  • Fixed fee
Assets managed
$18M
Individual clients
30
Advisory staff
1
Registered with
NV

Profile · SEC record

Navellier & Associates Inc

One E. Liberty, Suite 504, Reno, NV 89501 · (775) 785-2300

  • Percentage of assets
Assets managed
$1.3B
Individual clients
1,301
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

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

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Fee-only advisers near Reno

Another 15 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 Reno?

Form ADV records how firms charge, not what they charge. Of the 26 firms listed here, 20 offer hourly or flat fees and 24 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 Reno advisers selected?

Every registered investment adviser with an office in Reno 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.