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gk wealth management llc

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gk wealth management llcreno, NV

Additional Information

GK Wealth Management is a fee-only fiduciary financial advisor and wealth manager in Reno managing $320M for business owners, executives, retirees, and families. The SEC-registered RIA team provides retirement planning, investment management, tax strategy, insurance, estate planning, and business succession services coordinated in one place.

SEC-registered investment adviserRIA (Registered Investment Adviser)Fiduciary

Specializes in

Business succession planningConcentrated wealth managementTax-aware investment strategiesRetirement income designBusiness transitions

Services

Financial planningRetirement planningInvestment portfolio managementTax strategyBusiness exit planningInsurance and risk structuringEstate coordinationBusiness owner planning

Team of 6 dedicated advisors · Serving Reno, Sparks, Carson City, Lake Tahoe, Northern Nevada +1 more

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 775-354-6622

Website: https://www.gkwealthmanagement.com

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Frequently Asked Questions

How much does a financial advisor cost in reno?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.