Carson City, NV

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Carson City, NV
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Best Financial Advisors near Carson City, NV

We have 3 firms in Carson City on file, and all of them are on this list, along with 21 from towns including Reno (9, 28 mi), Incline Village (8, 13 mi) and Minden (2, 13 mi).

14 rated 4.5+ · 1 shows a license

Data verified October 17, 2026

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Bullis & Company

Bullis & Company

(4)
“I met with Kelly, and he answered all my questions without making me feel like a dummy, as well as giving me advice and suggesting ideas for my business, that I had not even considered.”
BBB Rating: A+
In Business Since 1968
206 S Division St, Carson City, NV
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Kbca

Kbca

(1)
“They have an excellent level of service and a deep knowledge of taxes, bookkeeping and financial planning.”
In Business Since 2004
3860 Gs Richards Blvd, Carson City, NV
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Defining Your Wealth Financial Group

Defining Your Wealth Financial Group

In Business Since 2015
625 Fairview Dr STE #121, Carson City, NV
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Abelow Pratt & Associates

Abelow Pratt & Associates

(2)
“Highly recommend them!”
In Business Since 2015
South Lake Tahoe, CA · 19 mi from Carson City
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Abundance Wealth Solutions

Abundance Wealth Solutions

(2)
“Great person and company!”
In Business Since 2021
Incline Village, NV · 13 mi from Carson City
FAQs
Should I be investing money?
You should consider investing money if your objective is to build wealth. Investments put your money in savings back to work to earn more money and potentially increase value and outpace inflation.
How do I start investing money?
Choose an investment based on your financial goals, income, and tolerance for risk. Financial goals can either be long-term or short-term with the latter being five years or less. For long-term financial goals like retirement, you can consider riskier investments since you have time to recover from stock market fluctuations. Short-term financial goals could involve compounding money in a high-yield saving account for better returns.
What are the safest investments?
Some investment categories suffer more risk than others. Some of the safest investments include Money Market fund accounts, treasury inflation-protected securities, Government securities, and certificates of deposits (CDs).
What is the safest investment with the highest return?
A high yield savings account is the safest option with the highest return. However, these often come with high balance requirements, variable interest rates over time, and may not be the best option for long-term growth.
What do you mean by tax planning?
Tax planning involves taking stock of your financial situation and planning all the possible tax implications. This helps you pay the lowest possible taxes in a particular situation. Moreover, tax planning is an essential part of your individual financial planning strategy. Working with a tax planning professional can help you experience a tax-optimized retirement and minimize your overall tax burden.
You'll find more information on the FAQ page of our website.
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Alpine Asset Management

Alpine Asset Management

(1)
“Hunter is very professional, kind, helpful, has good listening/communication skills and is very knowledgeable.”
CFP Certified
In Business Since 2014
Transparent Fees & Pricing
Stateline, NV · 16 mi from Carson City
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The 24 firms listed for Carson City, NV provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Carson City, NV

16 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 132 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (97%) and value (87%). The services the firms on this page list most often on their websites are estate planning (5), financial planning (5), education planning (2), investment management (2) and retirement planning (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 58 years. 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Carson City listed here?

3 of the 24 firms are located in Carson City. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Jackson & Whitaker

Jackson & Whitaker

(1)
“Their team feels like a family, and I greatly appreciate their responsiveness, and their experience-based financial advice.”
Accepts All Major Credit Cards
In Business Since 1994
Minden, NV · 13 mi from Carson City
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Nest Egg Financial Advisors

Nest Egg Financial Advisors

(4)
  • Retirement
  • Goals
  • Strategies
“What they provide is far beyond investment advice, and also includes retirement planning, long-term tax saving strategies, and insurance and estate planning evaluation.”
In Business Since 2017
Incline Village, NV · 13 mi from Carson City
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Cojo Bay Advisors

Cojo Bay Advisors

(3)
“I have know Rob for many years and have witnessed his growth as a knowledgeable financial professional, and a joy to work with.”
Free Initial Consultation
In Business Since 2004
Incline Village, NV · 13 mi from Carson City
Featured

Thanks to Ocean Plant at 800 Great Highway in SF for their continued support of the Fallen Waterman’s Foundation. Almost 100% sell-through on Hoodies, T’s, Beanies and Hats! nn#fallenwatermansfoundation #oceanplantsf...

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Atlas Peak Advisors

Atlas Peak Advisors

In Business Since 2013
Incline Village, NV · 13 mi from Carson City
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Incline Investment Advisors

Incline Investment Advisors

In Business Since 2019
Incline Village, NV · 13 mi from Carson City
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Zazove Associates

Zazove Associates

In Business Since 1996
Incline Village, NV · 13 mi from Carson City
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Parsonex Financial Services

Parsonex Financial Services

In Business Since 2016
Minden, NV · 13 mi from Carson City
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Incline Investment Management

Incline Investment Management

In Business Since 2009
Incline Village, NV · 13 mi from Carson City
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Vomund Investment Management

Vomund Investment Management

In Business Since 2015
Incline Village, NV · 13 mi from Carson City
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Financialmentor.com

Financialmentor.com

(48)
  • Principles
  • Education
  • Students
“Rather than give generic advice, he has a way of gradually teaching the material that makes it possible for someone like me who had little to no wealth building experience to grasp.”
In Business Since 1999
Reno, NV · 28 mi from Carson City
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RB Capital Management

RB Capital Management

BBB Rating: A+
In Business Since 2015
Reno, NV · 28 mi from Carson City
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Casey Neilon

Casey Neilon

(2)
“She is also very mindful of our tax needs / desires and her firm has gone above and beyond to make sure we're taking advantage of the tax incentives that are available.”
Remote Consultations Available
BBB Accredited
In Business Since 2010
Accepts All Major Credit Cards, Check
Reno, NV · 28 mi from Carson City
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Alchemy Wealth Management: Ryan Nelson

Alchemy Wealth Management: Ryan Nelson

(12)
  • Team
  • Meeting
  • Book
“Not sure what more you could want from a wealth advisor, but if there are any doubts, he's also an author of a very comprehensive money management book!”
In Business Since 2014
Reno, NV · 28 mi from Carson City
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Legacy Wealth Planning

Legacy Wealth Planning

(2)
“I have several accounts with the CFP Phil Mahoney and can not stress the level of integrity and thoughtfulness he has shown my wife and I over the years.”
BBB Rating: A+
In Business Since 2009
Reno, NV · 28 mi from Carson City
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Lifeline Estate Services

Lifeline Estate Services

(15)
  • Sister
  • Company
  • Estate Planning
“John and his staff at Lifeline Estate Services were extremely courteous and helpful in assisting my parents in setting up their trust and then my sister and I in finalizing and closing out the trust.”
LIC#2014729348
In Business Since 2002
Reno, NV · 28 mi from Carson City
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L Lovie Wealth Management

L Lovie Wealth Management

(2)
“Linda is a great advisor who cares about the small people.”
In Business Since 2011
Reno, NV · 28 mi from Carson City
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Austin Anderson, CPA

Austin Anderson, CPA

(1)
“Austin takes care of my and my family's personal accounts as well as a non profit that I oversee.”
In Business Since 2004
Reno, NV · 28 mi from Carson City
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First Wallstreet Financial

First Wallstreet Financial

BBB Rating: A+
In Business Since 2007
Accepts Cash
Reno, NV · 28 mi from Carson City
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HomeWealth Management AdvisorsNevadaCarson City, NV

Retirement Planning and Investment Management Services in Carson City, NV Cost Estimates

Minimum cost
$1054
Maximum cost
$8956
National Average
$3161
Avg Per Hour Rates
$317
$2108
$5795
Average price range is based on 427 cost profiles
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Average Cost $3161
Minimum cost $1054
Maximum cost $8956
Avg Per Hour Rates $317

Average range $2108 to $5795 is based on 427 cost profiles.

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