A financial advisor can help you build a plan for a solid financial future. Ready for a financial advisor in Reno?
Start with Benzinga’s list of the best financial advisors in Reno, Nevada to find the best firm for you.
Best Financial Advisors in Reno, Nevada Near You:
- Best for Wide Range of Services: Sage Financial Advisors, Inc.
- Best Robo-Advisor: M1 Finance
- Best for Integrative Personal Planning: Schultz Financial Group Inc.
- Best Portfolio Analysis: Personal Capital
- Best for Fiduciary Planning: Nevada Retirement Planners, LLC
- Best for Families: Legacy Wealth Planning, LLC
Best for Wide Range of Services: Sage Financial Advisors, Inc.
Sage Financial Advisors is an independent advisory firm in Reno, Nevada. The firm has been in operation for more than 20 years. Sage is a relationship-centered firm, and you can expect client education, unique financial insights and honest feedback.
It offers a full suite of financial services, including:
- Wealth management
- Business services
- Retirement planning
- Personal financial services
Sage also has strategic alliances with other key professionals like investment firms, custodians, attorneys, CPAs, bankers, appraisers, management consultants and insurers.
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
110 COUNTRY ESTATES CIRCLE SUITE 3RENO NV, 89511
Phone number
775-324-7244
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance is an intelligent money management platform that lets you manage your financial future seamlessly for free. With M1 you can:
- Make money transfers, set up direct deposits and spend with a debit card.
- Invest in fractional shares, build a customized portfolio and automate your investment schedule.
- Borrow up to 35% of your portfolio’s value at low rates.
Upgrade to the M1 Plus account for $125 to gain more perks. You can borrow at 2% and earn 1% cash back. No account balance is required for any M1 account.
Best for Integrative Personal Planning: Schultz Financial Group Inc.
Schultz Financial Group (SFG) is an advisory firm that has offered financial planning, investment management and family office services for more than 30 years.
SFG specializes in integrative personal planning. This means your advisor will explore all aspects of your life — physical, psychological and intellectual needs as well as your financial needs. This approach seeks to increase not only the value of your portfolio, but the quality of your life.
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital gives you a complete view of all your accounts in 1 secure platform. It helps you easily budget your finances and track where you spent your money. You can also get access to its free investment management tools to track a multi-asset portfolio.
Personal Capital offers managed services if you have at least $100,000 in investable assets. Its advisors can help you with tax optimization strategies and create goals to meet your long- and short-term goals.
Best for Fiduciary Planning: Nevada Retirement Planners, LLC
Nevada Retirement Planners is a locally-owned independent firm. It offers fiduciary services, so it does not have any vendor agreements and looks out for your best interests.
The firm provides a broad range of financial services including active investment management, social security income planning, retirement income planning and estate planning. You can also find support for wealth transfer planning, education planning and much more.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Address
275 HILL STREET SUITE 210RENO NV, 89501
Phone number
775-674-2222
Best for Families: Legacy Wealth Planning, LLC
Legacy Wealth Planning is a registered investment advisory firm that focuses on managing and preserving your wealth for you and your family. The firm specializes in 3 types of planning:
- Retirement planning. The firm helps you plan a secure and comfortable retirement and offers multiple plans like a 401(k), IRA and profit sharing.
- Asset management. It constructs individual investment portfolios and helps you meet your financial goals.
- Education planning. The firm will help you create a strategy for a college savings plan to balance capital appreciation and preservation.
Frequently Asked Questions
How can I research the background of my financial advisor?
You can find all the information you need about your financial advisor through 2 official websites — investment adviser public disclosure (IAPD) and BrokerCheck.
Do financial advisors check your credit?
Financial advisors typically do not check your credit unless it is necessary as a part of your plan.
Do I need a financial advisor for retirement?
If you lack the time or skill to manage your finances, hiring a financial advisor for retirement can be helpful. A financial advisor can create a comprehensive plan and investment strategy to ensure you are financially stable at the time of retirement.
Find the Right Financial Advisor in Reno
Research several firms and the services offered before you commit to a financial advisor. The right financial advisor can add immense value to your future and ensure you’re prepared for whatever it may offer.
Methodology
To determine the top financial advisors in Reno, Nevada, we pored through all SEC-registered advisory firms who have an office in Reno. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.