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Advisor on the ground

Financial planning in Las Vegas, NV

Joel Hanson, CFP®, is the financial advisor serving households across the Las Vegas valley.

Joel Hanson, CFP®, Financial Advisor

Advisor serving Las Vegas

Joel Hanson, CFP®

Joel Hanson, CFP®, is a Financial Advisor serving households in Las Vegas and the surrounding valley.

View Joel Hanson, CFP®'s bio

Ankerstar Wealth provides fee-only financial planning for households in Las Vegas, Nevada, including retirement, tax, estate, insurance, education, investment, and business-owner planning. Start by requesting a consultation to discuss planning priorities, meeting options, and whether further work is appropriate. Current fee and compensation information is available before scheduling.

What we see here

Financial planning considerations for Las Vegas households

Nevada has no state income tax, which changes the math on Roth conversions, on where to realize gains, and on whether a relocation from a high-tax state is worth accelerating. Small-business ownership is also common here.

Whatever the local specifics, the first pass is the same one we run everywhere: what are you paying in tax you did not have to, what are you paying in fees you cannot see, and how much of your outcome rides on a single position. Those three answers usually matter more than the next investment idea.

Financial planning services in Las Vegas

Financial planning questions in Las Vegas

How do financial planning meetings work in Las Vegas?
Initial conversations can be requested through our contact page. The conversation is an opportunity to discuss planning priorities, meeting options, and whether further work is appropriate.
Which financial planning areas are available in Las Vegas?
Planning areas available include retirement, tax, estate, insurance, education, investment, and planning for business owners. Each area is described separately so readers can review the scope of the work.
Is Ankerstar Wealth a fee-only financial planning firm serving Las Vegas?
Yes. Ankerstar Wealth is fee-only and serves Las Vegas households. The firm charges fees for portfolio management and financial planning. Review the fees page for the current schedule and compensation details.

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Thirty minutes, no cost, no pitch.

Bring documents or bring nothing. We'll tell you what we'd look at first — and whether we're the right fit.

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Ankerstar Wealth

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