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Financial Planners in Truckee, CA: 2026 rankings

39 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Truckee: Financial Mentor, RFA Score 71/100; 4.9★ from 74 Google reviews.

  2. 29

    Most-reviewed: Bank of America (with Drive-thru ATM), 61 Google reviews at 2.7★, the most of 39 ranked after Financial Mentor; ranked #29.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

39 Truckee financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 39 rated firms.

Top 10 financial planners in Truckee 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.

Top 10 financial planners in Truckee at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Financial Mentor714.9★ (74)Reno, 23 mi awayTop score
2Art of Wealth Management695.0★ (44)Reno, 24 mi away—
3Bridget Evans - COUNTRY Financial Agent694.8★ (51)Reno, 23 mi away—
4GK WEALTH MANAGEMENT685.0★ (36)Reno, 24 mi away—
5Prime Capital Financial, Formerly Cornerstone Comprehensive Wealth Management675.0★ (30)Reno, 24 mi away—
6Bank of America (with Drive-thru ATM)672.7★ (24)Truckee—
7BMO Bank N.A Branches662.9★ (9)Truckee—
8Great Basin Federal Credit Union664.1★ (40)Reno, 22 mi away—
9Condon Insurance Group of Nevada654.4★ (24)Reno, 24 mi away—
10Sage Street Wealth655.0★ (16)Reno, 24 mi away—

All 39 financial planners in Truckee, 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.

  1. Ranked #1 in Truckee

    #1 Financial Mentor

    Based in Reno, 23 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 74 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1480 Marsh Ave, Reno, NV 89509
    View profile for Financial Mentor(775) 560-2420

  2. #2 Art of Wealth Management

    Based in Reno, 24 mi away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon–Thu 7:30 AM–4 PM · Fri 7:30 AM–3 PM · Sat–Sun closed
    Address
    410 California Ave Ste 200, Reno, NV 89509
    View profile for Art of Wealth Management(775) 515-0010

  4. #4 GK WEALTH MANAGEMENT

    Based in Reno, 24 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    98 Winter St, Reno, NV 89503
    View profile for GK WEALTH MANAGEMENT(775) 235-8391

  18. #18 GPS Wealth Advisors

    Based in Reno, 24 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    835 Maestro Dr, Reno, NV 89511
    View profile for GPS Wealth Advisors(775) 853-1503

  19. #19 Truckee Financial Group

    Based in Reno, 23 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 10 AM–6 PM · Sun 12 PM–8 PM
    Address
    675 W Moana Ln Ste 206, Reno, NV 89509
    View profile for Truckee Financial Group(775) 360-3292

  23. #23 Fidelity Investments

    Based in Reno, 23 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5520 Kietzke Ln Ste 100, Reno, NV 89511
    View profile for Fidelity Investments(775) 853-3728

All 39 financial planners

#1 to #25 are shown in full above. Here are #26 to #39, in RFA Score order; each links to its profile.

financial planners in Truckee, ranks 26 to 39
RankBusinessRFA ScoreGoogle ratingDistance
26Alliance Trust Company614.3★ (7)24 mi
27BMO Bank N.A Branches612.9★ (19)24 mi
28Abundance Wealth Solutions615.0★ (5)24 mi
29Bank of America (with Drive-thru ATM)612.7★ (61)23 mi
30Bullis & Company LLC605.0★ (5)25 mi
31Rob Moore - COUNTRY Financial Representative605.0★ (4)23 mi
32Smruti's Financial Consultancy - Professional Financial Consultant Service605.0★ (4)24 mi
33Wolf Pack Wealth - Reno & Sparks605.0★ (4)24 mi
34L Lovie Wealth Management605.0★ (4)25 mi
35Nevada Family Wealth - Raymond James593.4★ (5)24 mi
36New York Life-NYLIFE Securities LLC-Eagle Strategies LLC592.6★ (5)24 mi
37Nevada Family Wealth593.7★ (3)24 mi
38MacLean Financial Group583.0★ (4)25 mi
39Alchemy Wealth Management585.0★ (36)24 mi

Also serving Truckee

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.

Unranked financial planners serving Truckee
BusinessGoogle ratingDistance
Charles Schwab5.0★ (3)In Truckee
Edward Jones - Financial Advisor: Adam Kwiecinski5.0★ (1)In Truckee
Edward Jones - Financial Advisor: Bruce H TurnerIn Truckee
Edward Jones - Financial Advisor: Bryan RozmarynowskiIn Truckee
Edward Jones - Financial Advisor: Michael R Murphy, CFP®|RICP®5.0★ (1)In Truckee
Incline Investment Advisors, LLC5.0★ (1)14 mi
James Sande - Financial Advisor, Ameriprise Financial Services, LLC4.5★ (2)21 mi
Karen Vibe - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)23 mi
Marc Blatt: Primerica - Financial Services5.0★ (6)In Truckee
Nest Egg Financial Advisors5.0★ (5)In Truckee
Northwestern MutualIn Truckee
Northwestern Mutual Financial5.0★ (2)24 mi
Pacific Crest Wealth PlanningIn Truckee
PAT MEIDELL - Financial Advisor5.0★ (2)23 mi
Paul Warmerdam - Raymond JamesIn Truckee
Prutzman Wealth Management5.0★ (2)24 mi
Steve Crowder - Private Client AdvisorIn Truckee
TCI Wealth Advisors3.0★ (2)21 mi
U.S. Bancorp Advisors - Financial Advisors: TruckeeIn Truckee
Wells Fargo AdvisorsIn Truckee

How we ranked Truckee financial planners

We scored 39 Truckee 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.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Truckee data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. 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.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. 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.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. 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 Truckee: frequently asked questions

Which financial planner has the highest RFA Score in Truckee?

By RFA Score, the highest-ranked financial planner in Truckee, CA is Financial Mentor with an RFA Score of 71/100. It has 4.9★ from 74 Google reviews. Art of Wealth Management (#2) and Bridget Evans - COUNTRY Financial Agent (#3) follow. We ranked 39 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Truckee?

RankedFinancialAdvisors ranks 39 financial planners serving Truckee, CA. 2 of them are based in Truckee; 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 Truckee work on weekends?

5 of 39 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are DebtConsolidationCare (#15), Truckee Financial Group (#19) and Bank of America (with Drive-thru ATM) (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Truckee financial planners have?

The median Google rating among 39 rated financial planners in Truckee is 4.9★, with a median of 11 reviews. Financial Mentor has the most, 74 reviews, and ranks #1. 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 Truckee count in this ranking?

Yes, if they are within 25 mi of the Truckee 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 Truckee 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 Truckee 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 Truckee

  1. November 2026: RFA Scores recalculated for 39 financial planners serving Truckee.

More financial planners and Truckee pages