A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Las Vegas, NV:
Val Mendoza
AIO Financial
Las Vegas, NV
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Las Vegas, NV
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.
Luis Rosa
CFP®, EA
Build a Better Financial Future LLC
Henderson, NV
Specialties: Comprehensive Financial Planning, Debt Reduction Strategies, Investment Management, College Education Planning, Tax Planning & Income Tax Preparation, Se Habla Español
Fee-Only financial planner located in Pasadena, CA, serving clients locally and across the country
Kataya Plett
WMS™
AIO Financial
Las Vegas, NV
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Greg Phelps
CFP®, CLU®, AIF®, AAMS®
RetireWire
Las Vegas, NV
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fiduciary Financial Coach in Las Vegas, NV, and Boise, ID serving those retired (or close to it) across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
