RIA · CRD 337989SEC-Registered

Updated:

NEVADA RETIREMENT PLANNERS, LLC

Nevada Retirement Planners, LLC is an SEC-registered investment adviser in Reno, NV. It has 3 employees and 2 investment advisers. The firm is based in Reno.

NEVADA RETIREMENT PLANNERS, LLC

Nevada Retirement Planners, LLC is an SEC-registered investment adviser in Reno, NV. It has 3 employees and 2 investment advisers. The firm is based in Reno.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

Nevada, United States

Sector focus

Financial ServicesWealth Management

Frequently asked questions

Who runs Nevada Retirement Planners, LLC?

The firm does not publicly name its managing principal or investment committee. As a state-registered RIA in Nevada, the firm must designate a chief compliance officer per SEC regulations, but that individual is not disclosed in available public sources. The absence of a named professional is consistent with many small retail advisory firms that do not maintain public-facing websites or marketing materials.

What is the typical client profile for Nevada Retirement Planners, LLC?

Based on the firm's name and RIA registration, the likely client base consists of individuals in or near retirement seeking advice on asset allocation, retirement income, and tax-efficient withdrawal strategies. The firm probably serves Nevada residents, as state registration limits interstate solicitation. No institutional clients or high-net-worth family-office relationships have been documented.

How does Nevada Retirement Planners, LLC generate revenue?

Registered investment advisors typically charge a percentage of assets under management (an AUM fee) or an hourly planning fee. The firm's ADV filing with the state of Nevada would disclose this fee structure, but the document is not captured in public search results. Most small RIAs in this segment charge between 0.5% and 1.5% annually on assets.

Is Nevada Retirement Planners, LLC a fiduciary?

As a registered investment advisor, the firm is subject to a fiduciary standard under the Investment Advisers Act of 1940 (or state equivalent), meaning it must act in clients' best interests. This standard applies to all RIAs, regardless of size. The firm is not a broker-dealer, which has a lower suitability standard.

What investment products does Nevada Retirement Planners, LLC use?

Without a disclosed client-facing document, a specific product mix is unknowable. Typical retail retirement-planning RIAs use low-cost index ETFs, target-date funds, and some actively managed mutual funds. The firm likely does not engage in private equity, direct real estate, or hedge funds, given its retail orientation. No alternative investments have been reported.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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