NV · Henderson

Fiduciary advisors in Henderson, NV

3 advisors with offices in Henderson. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Henderson

Kore Wealth Management

Henderson, Nevada

Kore Wealth Management is an independent wealth management and financial planning firm based in Henderson, Nevada, operating for over 20 years. The firm is led by Alexi Howie (CFP®, CDFA®) and Kyle Price (CFP®), both of whom operate as fiduciaries and provide services including retirement planning, comprehensive financial planning, investment management, estate planning, college funding, tax-efficient strategies, and specialized support for divorce-related financial decisions. The firm works with business owners, families, and individuals across various backgrounds, following a four-step process of initial consultation, customized plan development, implementation, and ongoing account monitoring.

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LAUNCH Retirement

★5.0(3)

Henderson, Nevada

Retirement Planning

LAUNCH Retirement is a Henderson-based advisory firm specializing in retirement planning, with a service framework addressing income planning, tax efficiency, estate planning, and healthcare considerations. The firm offers comprehensive financial planning, portfolio management, and tax optimization strategies, led by Managing Director Brian McConnell (MBA, Kelley School of Business) and Financial Advisor Phil Burruel (Bachelor of Science in Finance). The practice emphasizes written financial plans to guide clients' retirement income decisions across multiple sources including Social Security, pensions, and investment portfolios, while addressing risk management and legacy planning.

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White Aspen Capital

★5.0(2)

Henderson, Nevada

White Aspen Capital is a Registered Investment Advisor and fiduciary firm based in Henderson, Nevada, offering financial planning, investment management, and insurance analysis. The firm provides comprehensive planning services including retirement projections, education savings strategies, tax-efficiency analysis, estate planning review, and portfolio management across stocks, bonds, mutual funds, ETFs, annuities, hedge funds, and private equity. The firm also assists with employer retirement plans such as 401(k)s and SEP IRAs, disability and life insurance assessment, and long-term care coverage evaluation.

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Financial advisors in Henderson, Nevada

Advisors serving Henderson specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Nevada's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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