Advisor on the ground
Fee-only financial advisors in Las Vegas, NV
We have an advisor serving clients across the Las Vegas valley.
What we see here
Las Vegas money has its own shape.
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.
Services in Las Vegas
Wealth Management
Comprehensive planning, customized to each client.
Retirement Planning
Turning a portfolio into a paycheck.
Education Planning
Funding school without derailing retirement.
Investment Planning
Strategies aligned to your goals and risk tolerance.
Estate Planning
Protecting and transferring your legacy.
Tax Planning
Tax efficiency built into every decision.
Insurance Planning
Coverage sized to real exposure.
Planning for Business Owners
The business and the balance sheet, together.
Las Vegas questions
- Do you have an office in Las Vegas?
- We do not keep a physical office in Las Vegas. We have an advisor serving clients across the Las Vegas valley. Our single office is in Leander, Texas, and we work with Las Vegas households by video, phone, and in person when it makes sense. Nothing about the service level depends on your proximity to a building.
- What is the minimum to work with an advisor in Las Vegas?
- There is no minimum. We are happy to have a first conversation with Las Vegas households regardless of where you are starting, and you can begin with only a portion of your assets. The first thirty minutes are complimentary.
- How much do financial advisors in Las Vegas charge?
- Our schedule is published rather than quoted case by case. Advisory fees start at 0.95% annually and tier down to 0.40% above $10 million, billed quarterly in arrears. Flat-fee financial planning runs $500 to $3,000. We are fee-only, so we take no commissions or referral fees from anyone.
Get started
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.
Start the conversation


