It’s natural to think that no one can handle your wealth better than you. After all, you were the one who accumulated that wealth and knows your financial situation best. While this might hold true for the average individual, it’s not necessarily the case for high-net-worth and ultra-high-net-worth individuals with $5 million to $500 million in liquid assets. At that level of wealth and asset diversity, managing finances efficiently requires more than basic knowledge. It demands years of experience, technical expertise, and a deep understanding of financial strategies to not only grow wealth but also protect it effectively. This is where working with a financial advisor in Las Vegas can make a significant difference, especially when you find the right advisor to fit your specific needs.

In this article, we’ll explore whether hiring a financial advisor in Las Vegas is truly worth it, how to find a trustworthy advisor, the typical costs involved, and how much wealth you should have before considering professional financial planning services. Let’s begin.

Top 10 Financial Advisors in Las Vegas, NV

According to SmartAsset.com, the following firms are among the top financial advisors in Las Vegas. These firms provide comprehensive financial planning services, maintain significant volumes of assets under management, primarily work with individual clients, have a favorable client-to-advisor ratio, and demonstrate longevity in the industry. Fee-only firms ranked higher in the evaluation.

1. The Wealth Consulting Group

WCG Wealth Advisors, LLC, also known as The Wealth Consulting Group, is an SEC Registered Investment Adviser headquartered in Las Vegas. Founded in 2014, it manages approximately $2.8 billion in assets.

Services: WCG offers fee-based investment advisory services tailored to client goals, including portfolio management, asset allocation, investment policy development, and ongoing portfolio monitoring.

Fees: Investment management fees typically do not exceed 2.50% of assets under management. Comprehensive financial plans may range from $1,500 to $20,000. Hourly consulting fees vary between $100 and $400.

Investment Philosophy: WCG uses a mix of fundamental, technical, and cyclical analysis to inform its investment strategies.

2. American Retirement Planning Group, Inc.

American Retirement Planning Group (ARPG) was established in 1991 and manages approximately $250 million in assets with two advisors.

Services: ARPG offers investment management, retirement planning, financial consultations, and services for ERISA plans.

Fees: Investment management fees range from 2.50% down to 2.00%, depending on asset size. Minimum account size is $10,000.

Investment Philosophy: ARPG implements tactical asset allocation strategies using a variety of market indicators to adjust portfolios based on market conditions.

3. Arista Wealth Management, LLC

Founded in 2006, Arista Wealth Management operates as a fee-based firm, managing approximately $500 million in assets.

Services: Arista provides financial planning, investment management, retirement plan consulting, and strategic business services.

Fees: Flat fees range from $750 to $10,000 for retirement planning services, and asset-based fees for investment management range from 1.50% to 0.75%.

Investment Philosophy: Arista primarily employs a passive index investing approach, often utilizing Vanguard and Dimensional Fund Advisors’ mutual funds.

4. Buckley Wealth Management, LLC

Buckley Wealth Management, founded in 2017, manages approximately $485 million in assets and offers fiduciary investment advice.

Services: The firm provides comprehensive portfolio management, retirement consulting, and financial planning.

Fees: Annual fees for portfolio management do not exceed 1.00%. Flat fees for financial planning are capped at $20,000.

Investment Philosophy: Buckley uses a combination of technical, fundamental, cyclical analysis, and asset allocation strategies.

5. Kingsbridge Wealth Management, Inc.

Kingsbridge Wealth Management (KWM) was established in 2009 and manages around $308 million in assets.

Services: KWM offers customized investment advisory services, including portfolio management and financial planning.

Fees: Advisory fees for separately managed accounts range from 1.00% to 0.65%, depending on asset size. Financial planning fees are negotiable, typically between $1,000 and $50,000.

Investment Philosophy: KWM emphasizes indexing, global diversification, after-tax returns, and reducing portfolio correlation to manage risk effectively.

6. H&H Retirement Design and Management, Inc. (HHRDM)

Founded in 2014, HHRDM is 100% owned by Kenneth Himmler. The firm provides advisory services to individuals, high net worth individuals, businesses, charitable trusts, family foundations, public operating charities, and family trusts.

Services:
HHRDM offers investment supervisory services, starting with a comprehensive analysis of cash flow, tax projections, investment risk, and estate plans. It then builds a portfolio strategy combining fixed investments and equities based on client goals. The firm manages individual portfolios with annual or more frequent reviews and rebalancing based on economic fundamentals.

Fees:
Portfolio management fees range from 0.50% to 2.25% of assets under management. Financial planning fees vary from $1,595 to $4,999.

Investment Philosophy:
HHRDM employs both fundamental and technical analysis, using long-term investment purchases and options strategies.

7. Kamichu Wealth Management, LLC

Kamichu Wealth Management was founded in 2018 and is led by CEO Maston Thornton. The firm manages approximately $229 million in assets.

Services:
Kamichu offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, corporations, and other businesses.

Fees:
Investment advisory fees are up to 1% annually based on assets under management. Financial planning services are charged a fixed fee ranging from $750 to $2,500. Performance-based fees apply for certain high-net-worth clients.

Investment Philosophy:
Kamichu uses a mix of fundamental, technical, cyclical, and charting analysis methods, relying on diverse research sources, including financial publications and company reports.

8. Redrock Wealth Management, LLC

Redrock Wealth Management, established in 2012, is owned by Gregory David Phelps and manages $485 million in assets.

Services:
The firm offers comprehensive Private Client Services, including financial status analysis, customized tax-efficient portfolios, Social Security planning, retirement income coordination, and ongoing portfolio management. Redrock also offers retirement plan consulting.

Fees:
Clients pay a flat annual fee of $3,000 for Private Client Services, plus an asset-based fee ranging from 0.65% to 0.45% depending on portfolio size. Financial planning fixed fees range from $1,500 to $3,500. Hourly consultation rates vary from $150 to $350.

Investment Philosophy:
Redrock applies modern portfolio theory, emphasizing efficient markets and diversified asset allocation. Tools include benchmarking software, prospectuses, and financial publications.

9. Summit Portfolio Management, LLC

Summit Portfolio Management (SPM) has been operating since 1999 and is fully owned by Timothy Francis Bock, managing approximately $141 million in assets.

Services:
SPM provides asset management services aligned with client goals, including a broad array of securities and structured settlement options. It also offers comprehensive financial planning.

Fees:
Asset-based fees range from 2.00% for portfolios up to $250,000 to 0.30% for portfolios over $25 million. Financial plans cost between $2,500 and $5,000, and hourly rates range from $200 to $500.

Investment Philosophy:
SPM employs various methods of analysis, combining software tools, securities ratings, and market information. Margin transactions may be used where appropriate.

10. SkyOak Capital, Inc.

SkyOak Capital, founded in 2010, is owned by Jennifer Davis and operates out of Las Vegas, with branches in Oregon and California. It manages $170 million in assets.

Services:
SkyOak offers Private Wealth Management, financial planning, consulting services, and access to alternative investments like hedge funds, private equity, and real estate. The firm also provides family office services, including estate and philanthropic planning.

Fees:
Investment management fees start at $2,400 annually, ranging from 1.25% for assets under $1 million to 0.65% for assets above $10 million. Financial planning services range from $1,500 to $10,000, with additional hourly options. Investment Philosophy:
SkyOak emphasizes strategic asset allocation, active management strategies, and global diversification, integrating clients’ objectives into customized portfolio construction.

Is Seeing a Financial Advisor Worth It?

For high-net-worth individuals, consulting with a financial advisor is often worth it. A financial advisor in Las Vegas can offer significant advantages for affluent individuals and families, particularly those managing diverse assets and complex financial situations.

Advisors with extensive wealth management experience bring specialized knowledge that helps clients not only meet their short-term objectives but also achieve long-term financial goals. They provide more than just general advice — they assess the potential impact of various decisions on your financial position and recommend strategies to optimize outcomes while minimizing unnecessary costs.

For example, life events such as marriage, divorce, or the passing of a family member can significantly affect an individual’s financial standing. A knowledgeable advisor can help prepare for these changes, protecting assets and preserving financial stability over time.

Additional benefits of working with a financial advisor include:

• Customized financial planning based on your specific needs
• Guidance on legal and estate planning matters
• Expertise across a wide range of financial services
• Continuous monitoring and adjustment of your financial plan
• Greater financial security and peace of mind
• Strategies for minimizing taxes and other costs

Working with an experienced advisor often requires making a few important mindset shifts. Understanding these shifts can help position you for long-term portfolio growth and financial success.

How Do I Find a Trustworthy Financial Advisor?

Finding a financial advisor is relatively easy. However, finding a financial advisor in Las Vegas who is truly skilled and trustworthy can be much more challenging. To help narrow your search, here are some important factors to consider:

Reputation:
Review feedback from previous or current clients. A trustworthy financial advisor is likely to have strong recommendations and positive reviews that reflect a consistent history of client satisfaction.

Fiduciary Standard:
Look for an advisor who operates under a fiduciary standard. Fiduciary financial advisors are obligated to act in their clients’ best interests, helping to eliminate potential conflicts of interest and ensuring that the advice you receive is aligned with your goals.

Communication:
Effective communication is essential. A reliable financial advisor will maintain regular contact, provide clear and transparent updates, answer your questions honestly, and explain their strategies in an understandable way.

Taking the time to evaluate these factors carefully can help you find an advisor who not only understands wealth management but also prioritizes your financial well-being.

How Much Does It Cost to Use a Financial Advisor?

There is no fixed amount for hiring a financial advisor. The cost typically depends on the advisor’s compensation model. Some advisors charge a commission, while others charge a fixed percentage of the assets they manage.

Commission-based compensation can sometimes create conflicts of interest, so many investors prefer working with fee-only financial advisors who charge a transparent, fixed percentage. Most often, this fee is around 1% of the assets under management (AUM).

While management fees are an important consideration, working with the right financial advisor can ultimately deliver greater value. A skilled advisor aims to optimize your portfolio performance, manage risk, and build long-term wealth that more than offsets the advisory fees.

How Much Money Should You Have Before Hiring a Financial Advisor?

If you have at least $500,000 or more in liquid assets, it is highly advisable to consider working with a financial advisor Las Vegas. At this wealth level, financial decisions become more complex, and specialized advice becomes essential to protect, grow, and transfer your assets effectively.

With greater wealth comes greater complexity — and risk, which makes having an experienced advisor crucial for achieving long-term financial security. If you’re aiming to optimize your investments, tax strategies, and estate plans, partnering with the right financial advisor can help you navigate these areas efficiently.

To explore strategies that enhance your investment approach, you can also review insights on improving portfolio performance tailored for high-net-worth individuals.

Final Thoughts on Hiring a Financial Advisor Las Vegas

Choosing the right financial advisor can feel challenging, but by asking the right questions and focusing on experience, fiduciary duty, and personalized planning, you can find an advisor who aligns with your needs and goals.

When you are ready to take the next step toward securing and growing your financial future, you can:

Your financial goals deserve thoughtful planning and experienced guidance. Explore your options today.