Fiduciary advisors in Reno, NV

Reno, Nevada

Fee-Only

Alchemy Wealth Management is a fee-only fiduciary firm in Reno, Nevada specializing in retirement planning, investment management, and tax planning for clients typically age 50 and older with $1 million or more in investable assets. The firm integrates income strategy, investment allocation, and tax coordination to help clients transition into and through retirement, and offers ongoing plan reviews as circumstances and regulations change. Led by Chief Financial Planner Ryan Nelson MBA, the practice serves families seeking coordinated guidance rather than commission-based or one-time advisory relationships.

Reno, Nevada

Carson Wealth is an investment advisory firm in Reno, Nevada. Services include Estate Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

Creative Planning is an investment advisory firm in Reno, Nevada. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Reno, Nevada

Insurance-Based

Financial Advisor - Ronette Santos, CFP: Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Reno, Nevada

MC2 Wealth Solutions LLC is an investment advisory firm in Reno, Nevada. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

MacLean Financial Group is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Insurance Analysis. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Reno, Nevada

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Reno, Nevada. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

Insurance-Based

Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Reno, Nevada

Insurance-Based

Richard Green, Financial Advisor - Eagle Strategies is an insurance-based firm in Reno, Nevada. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

Sanchez Gaunt Capital Management offers financial planning, retirement strategy, and investment management from its Reno, Nevada office, leveraging a combined 50+ years of advisor experience. The firm's process begins with a discovery meeting to understand client circumstances and goals, followed by a customized financial plan, account onboarding, and ongoing reviews at 90 days and annually. Clients access account information and documents through a secure client hub and can request guidance on topics including retirement, estate planning, career transitions, and major financial decisions.

Reno, Nevada

Sierra Management Group is a Reno-based wealth management firm offering investment management, estate and retirement planning, and tax consulting services. The firm integrates tax preparation and financial advisory under one roof, serving individuals and organizations across various life stages with a personalized approach based on client goals and risk tolerance. Located at 5255 Longley Lane in Reno, the firm emphasizes detailed client understanding and long-term advisory relationships built on transparency.

Reno, Nevada

The Bernard Wealth Management Group is an investment advisory firm in Reno, Nevada. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

Trident Capital Advisors, based in Reno, Nevada, offers financial planning and investment management services. The firm is led by Scott Albright, who holds over 18 years of experience in the financial industry and maintains securities licenses (Series 63 and 66) and a Nevada state insurance license. The practice emphasizes a straightforward, fundamentals-focused approach to portfolio construction and addresses wealth management topics including estate planning and insurance planning.

Reno, Nevada

Truckee Financial Group is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends. It holds a 5-star rating from 4 Google reviews.

Reno, Nevada

Wealthspire is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Reno, Nevada

Wolf Pack Wealth, based in Reno, Nevada, offers retirement planning, financial plan design, estate planning, and insurance solutions. Founded by Mike Affinito, a Certified Retirement Planner (CRPS) and registered investment advisor with 8 years of industry experience, the firm serves clients across various demographics. The firm operates as an independent advisory practice and maintains a 5-star rating on Google.