Ranked #1 in South Lake Tahoe
Based in Carson City, 11 mi away
65/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.
Financial Planners in South Lake Tahoe, CA: 2026 rankings
15 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in South Lake Tahoe: Sean Marler, CFP - COUNTRY Financial Representative, RFA Score 65/100; 5.0★ from 27 Google reviews.
- 5
Most-reviewed: Bank of America (with Drive-thru ATM), 73 Google reviews at 2.1★, the most of 15 ranked; ranked #5.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
15 South Lake Tahoe financial planners are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 15 rated firms.
Top 10 financial planners in South Lake Tahoe at a glance
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| Rank | Business | RFA Score | Google rating | Based in | Notable for |
|---|---|---|---|---|---|
| 1 | Sean Marler, CFP - COUNTRY Financial Representative | 65 | 5.0★ (27) | Carson City, 11 mi away | Top score |
| 2 | BMO Bank N.A Branches | 62 | 2.9★ (25) | South Lake Tahoe | — |
| 3 | Neddenriep Financial | 62 | 5.0★ (14) | Carson City, 11 mi away | — |
| 4 | Jim Gray - COUNTRY Financial Representative | 61 | 5.0★ (20) | Carson City, 20 mi away | — |
| 5 | Bank of America (with Drive-thru ATM) | 61 | 2.1★ (73) | South Lake Tahoe | Most reviews |
| 6 | Wealth In Yourself | 60 | 5.0★ (7) | Carson City, 4 mi away | — |
| 7 | Jackson & Whitaker, Inc. | 59 | 5.0★ (8) | Carson City, 11 mi away | — |
| 8 | Bookkeeping - CM Financial Accounting & Bookkeeping | 58 | 5.0★ (4) | Rio Linda, 5 mi away | — |
| 9 | The Holcomb Group of TSG Wealth Management | 57 | 5.0★ (3) | Carson City, 4 mi away | — |
| 10 | Bank of America (with Drive-thru ATM) | 57 | 2.2★ (54) | Carson City, 17 mi away | — |
All 15 financial planners in South Lake Tahoe, in rank order
Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.
Based in South Lake Tahoe
62/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 2.9★ from 25 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 11 mi away
62/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 20 mi away
61/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.
Based in South Lake Tahoe
61/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 2.1★ from 73 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 4 mi away
60/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 11 mi away
59/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.
Based in Rio Linda, 5 mi away
58/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 4 mi away
57/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 17 mi away
57/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 2.2★ from 54 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 22 mi away
56/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 3.4★ from 14 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 21 mi away
56/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 2.9★ from 19 Google reviews, listed on Google as “Financial planner”.
Based in Gardnerville Ranchos, 13 mi away
55/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in Carson City, 20 mi away
55/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in Gardnerville Ranchos, 12 mi away
50/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 3.8★ from 16 Google reviews, listed on Google as “Bank”.
Also serving South Lake Tahoe
20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.
| Business | Google rating | Distance |
|---|---|---|
| Alpine Asset Management LLC | 5.0★ (1) | 4 mi |
| D.A. Davidson | 5.0★ (2) | 12 mi |
| Defining Your Wealth Financial Group LLC | 19 mi | |
| Digital Financial Group | 11 mi | |
| Fortuna Investors | In South Lake Tahoe | |
| Incline Investment Advisors, LLC | 5.0★ (1) | 22 mi |
| Kbca LLC | 5.0★ (1) | 21 mi |
| Lake Tahoe Wealth Management, Inc. | 5 mi | |
| Niemann Capital Management | 19 mi | |
| Rhonda Moore - COUNTRY Financial Representative | 5.0★ (2) | 11 mi |
| Rich Chambers | In South Lake Tahoe | |
| Rich Concepts Investment Group | 12 mi | |
| Rogney Wealth Management of Raymond James | 11 mi | |
| Sierra Financial Advisors Llc | 1.0★ (1) | 21 mi |
| Terrence K Lapan - Financial Advisor, Ameriprise Financial Services, LLC | 12 mi | |
| TruNorth Wealth Management LLC | 5.0★ (2) | 11 mi |
| Tucson Financial | 17 mi | |
| U.S. Bancorp Advisors - Financial Advisors: Stateline | 4 mi | |
| U.S. Bank – Wealth Management Banker: Amanda Jacobson | 12 mi | |
| Wells Fargo Advisors | In South Lake Tahoe |
How we ranked South Lake Tahoe financial planners
We scored 15 South Lake Tahoe financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.
Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.
| Factor | Weight | Computed from | In South Lake Tahoe data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial planner
- Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.
Questions to ask a financial planner
- Are you a fiduciary for all of the advice you give me, and will you put that in writing?
- How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
- Which registrations and designations do you hold, and where can I verify them?
- Who will hold my assets, and how will I see statements directly from that custodian?
- What services are included in your fee, and what would cost extra with you as my financial planner?
- Do you have a minimum account size or minimum fee?
- Have you or your firm had any complaints or disciplinary actions? Where would I see them?
- How often will we meet, and who will I work with day to day?
- What happens to my plan or accounts if you retire or leave the firm?
Terms explained
- Fiduciary
- Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
- Registered investment adviser (RIA)
- A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
- Investment adviser representative (IAR)
- A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
- Broker-dealer
- A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
- Regulation Best Interest (Reg BI)
- The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
- Form ADV
- The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
- Form CRS
- A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
- CRD number
- The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
- Assets under management (AUM) fee
- A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
- Fee-only
- An advisor paid only by clients, with no commissions or other payments from product providers.
- Fee-based
- An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
- CFP® professional
- A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.
Financial planners in South Lake Tahoe: frequently asked questions
Which financial planner has the highest RFA Score in South Lake Tahoe?
By RFA Score, the highest-ranked financial planner in South Lake Tahoe, CA is Sean Marler, CFP - COUNTRY Financial Representative with an RFA Score of 65/100. It has 5.0★ from 27 Google reviews. BMO Bank N.A Branches (#2) and Neddenriep Financial (#3) follow. We ranked 15 financial planners on eight factors, last updated November 9, 2026.
How many financial planners are there in South Lake Tahoe?
RankedFinancialAdvisors ranks 15 financial planners serving South Lake Tahoe, CA. 2 of them are based in South Lake Tahoe; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.
Which financial planners in South Lake Tahoe work on weekends?
1 of 15 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is Bank of America (with Drive-thru ATM) (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do South Lake Tahoe financial planners have?
The median Google rating among 15 rated financial planners in South Lake Tahoe is 5.0★, with a median of 14 reviews. Bank of America (with Drive-thru ATM) has the most, 73 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.
How does RankedFinancialAdvisors rank financial planners?
Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.
Do financial planners outside South Lake Tahoe count in this ranking?
Yes, if they are within 25 mi of the South Lake Tahoe city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.
Can financial planners pay to rank higher on RankedFinancialAdvisors?
No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.
What does a financial planner do?
Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.
How are financial planners in South Lake Tahoe ranked?
By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.
How do I check a financial planner’s registration and record?
Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.
Is every financial planner in South Lake Tahoe a fiduciary?
Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.
How much do financial planners charge?
Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.
Update log for South Lake Tahoe
- November 2026: RFA Scores recalculated for 15 financial planners serving South Lake Tahoe.
More financial planners and South Lake Tahoe pages
Financial planners near South Lake Tahoe
- Financial planners in Truckee, CA39 ranked
- Financial planners in Placerville, CA69 ranked
- Financial planners in Diamond Springs, CA81 ranked
- Financial planners in Cameron Park, CA112 ranked
- Financial planners in Auburn, CA105 ranked
- Financial planners in North Auburn, CA103 ranked