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Financialmentor.com

(48)

Podcasts
Principles
Course

“Best money I have ever spent on my own financial education - I could go at my own pace, rewatch where necessary and the 'Office Hours' were a great help - listening to other participant journeys and having access to Todd's wisdom and reflection.”

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Nevada Retirement Planners

(1)

“Someone always answers the phone when i call.”

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RB Capital Management

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Casey Neilon

(2)

“Kyle La Rue who was absolutely AMAZING in answering all of my questions, being honest with me when he did not have an answer, and doing the research and organizing it for me in an understandable manner (for someone who is not best with numbers).”

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Alchemy Wealth Management: Ryan Nelson

(12)

Book
Questions
Meeting

“I respected Ryan's simple, yet effective, explanations and walked out of our complementary meeting having a clear understanding of how to accomplish my financial goals.”

FAQs

Are you a fiduciary?

At Alchemy Wealth Management we believe in operating as true fiduciaries. We sign a fiduciary oath to our clients, with a strict code of ethics. This means we work for you, and only for you.

Are you a fee-only financial planner?

At Alchemy Wealth Management we believe in fee-only financial planning. We are compensated by you, our client, and only by you. This means we will never earn a commission for selling in-house investments, annuities, insurance products or anything else. The fees we charge are transparent and agreed upon at the beginning of our relationship with no fine print or hidden charges. We align our best interest with your best interest to ensure you are receiving truly objective advice to help you achieve your financial goals with confidence.

Do physicians, doctors and healthcare professionals need a financial planner?

Not necessarily. In our experience, the physicians, doctors and healthcare professionals that we work with are highly intelligent and are more than capable of learning how to manage their own finances. What we do find, however, is that from a cost analysis standpoint often times managing your own finances is not the best use of your time or skills. We also have many clients who are more than capable of managing their own finances but simply do not have the time or desire to do so themselves.

Where will my money be held?

Alchemy Wealth Management has decided to custody all client funds with TD Ameritrade. You will receive statements from TD Ameritrade directly, this acts as a form of checks and balances for you to ensure the safety of your funds.

How much money do I need to work with Alchemy Wealth Management?

Alchemy Wealth Management chooses to maintain no asset minimums. We know that many individuals often have a negative net worth when graduating from medical school. Many of these same individuals are high income earners and become wonderful clients for our firm in the long run. We invest in our clients the same way our clients invest in us.

We do have more answers on the FAQ page on our website.

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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.”

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The 24 firms listed for Reno, 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: Reno, NV

All 24 firms we list here are in Reno itself. We have 40 firms in Reno on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.0 to 5.0 across 126 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 (94%) and value (81%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (5), estate planning (3), investment management (2), retirement planning (2) and tax planning (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 20 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 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; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Reno take financial planning bookings online?

4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Lifeline Estate Services

(15)

Price
Trust
Parents

“Rhoads exemplifies outstanding professionalism, for example, when my dad asked to update his Living Trust data, he carefully listened and expedited his wishes to ensure his Living Trust was fulfilled even when my dad moved from Nevada to California.”

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Financially Fit Employees

(5)

Learn

“Financially Fit Employees continues to provide me with helpful tip and information to help me with my financial wellbeing.”

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L Lovie Wealth Management

(2)

“Her attention to detail is unparalleled and goes hand in hand with her experience!”

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Austin Anderson, CPA

(1)

“Austin takes care of my and my family's personal accounts as well as a non profit that I oversee.”

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First Wallstreet Financial

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Alliance Trust Company

(2)

“When we first spoke about me investing my retirement funds through his trust company, what he told me was, "The more you find out about us, the better we will look compared to other retirement management companies.”

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Aspen Creek Financial

(1)

“It was difficult because we are not financial or computer literate but he was kind and patient with his counseling.”

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Greene - Finance & Insurance ... Only Different

(1)

“Ken is very helpful and informative!”

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Nevada Family Wealth - Raymond James

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Boyong Park - Wealth Advisor

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Aspire Capital

(1)

“We are confident that with their dedication, expertise and friendly demeanor, we are able to make the best choices for our family.”

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Institutional Cash Distributors

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Sanchez Wealth Management

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Schultz Financial Group

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Tahoe Rim Wealth Advisors

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Open Window Financial Solutions

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Simple Impact

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Universal Value Advisors

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Average Cost	$3680
Minimum cost	$1227
Maximum cost	$10426
Avg Per Hour Rates	$368

Best Financial Advisors in Reno, NV

Financialmentor.com

Nevada Retirement Planners

RB Capital Management

Casey Neilon

Alchemy Wealth Management: Ryan Nelson

Legacy Wealth Planning

Area overview: Reno, NV

Lifeline Estate Services

Financially Fit Employees

L Lovie Wealth Management

Austin Anderson, CPA

First Wallstreet Financial

Alliance Trust Company

Aspen Creek Financial

Greene - Finance & Insurance ... Only Different

Nevada Family Wealth - Raymond James

Boyong Park - Wealth Advisor

Aspire Capital

Institutional Cash Distributors

Sanchez Wealth Management

Schultz Financial Group

Tahoe Rim Wealth Advisors

Open Window Financial Solutions

Simple Impact

Universal Value Advisors

Retirement Planning and Investment Management Services in Reno, NV Cost Estimates

Why these companies made our list

More Financial Advisors in Nevada

Popular in Reno