Top financial advisors in Sparks, NV
We’ve curated a list of the best financial advisors in Sparks, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$149,905,315
Number of advisors
7 advisors
| $149,905,315 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sparks, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sparks. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Peterson Wealth Management, LLC
Peterson Wealth Management, LLC is a financial advisory firm based in Sparks, NV, established in 2004 as a limited liability company. The firm has been providing investment advisory services since October 2017. Peterson Wealth Management is owned by D. Scott Peterson, Cindy Peterson, Jess Peterson, Andrew Peterson, and Tiffany Peterson. As a fiduciary, the firm is committed to acting in the best interest of clients. They offer services such as Comprehensive Portfolio Management and Financial Planning & Consulting, tailored to individual client needs. The firm manages $222,349,932.63 on a discretionary basis as of December 31, 2024. For Comprehensive Portfolio Management, fees do not exceed 1.75% annually and are billed quarterly based on account value. Financial Planning & Consulting services are charged hourly, with fees not exceeding $250 per hour. Clients may incur transaction fees and other charges. Peterson Wealth Management uses various methods of analysis and investment strategies, including asset allocation, fixed income, and long-term and short-term purchases. The firm does not charge performance-based fees and allows clients to have investment discretion. Clients are encouraged to review account statements from the custodian and can contact the firm with any questions. Peterson Wealth Management does not accept proxy authority to vote client securities and does not have custody of client assets. The firm has no material changes since its last annual update in 2014 and has no disciplinary events.
$149,905,315 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sparks, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sparks. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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