Nevada Retirement Planners, LLC

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Nevada Retirement Planners, LLC provides discretionary asset management, financial planning and consulting, and facilitates placements with third‑party money managers. The firm’s Form ADV lists typical client types — individuals, retirement plans, trusts, estates, charitable organizations, and business entities — and it reports no client assets under management as of April 17, 2026.

The firm accepts discretionary authority and tailors portfolios to each client’s stated goals, time horizon and risk tolerance, documenting objectives in an investment policy or risk tolerance statement. Its investment process draws on fundamental, technical and cyclical analysis and may include long‑ and short‑term purchases, trading and options strategies; the firm also serves as a liaison to third‑party managers and reviews their quarterly reports.

Distinctive features include regularly offered free educational seminars and workshops for clients and prospects and an affiliation with an insurance business — the managing member is a licensed insurance agent and the firm’s representatives may receive insurance commissions. The firm also refers clients to a specific third‑party manager under a fee‑sharing and incentive arrangement, a relationship disclosed in the brochure and identified as a potential conflict of interest that the firm says it mitigates through disclosures and fiduciary procedures.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Wealth management

Fee options

Fixed

Negotiable fixed fees for financial planning services with a maximum of $2,500

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually Over $5,000,001+: 0.50% annually

Project-based

$200 per hour for financial planning services

Other

Fee-only: Financial planning fixed fees up to $2,500, hourly fees $200/hr

Main office location

Nevada Retirement Planners, LLC

1100 Caughlin Crossing, Suite 60

Reno NV 89519, United States

Number of offices

Most active in

California · Nevada

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 775-674-2222

Advisors at this firm

Douglas C

Series 65

Reno, NV

Nevada Retirement Planners, LLC

Douglas Cheek is a financial advisor at Nevada Retirement Planners, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Nevada Retirement Planners since 2008. Outside of his advisory role, he serves as a judge for the Nevada State Athletics Commission, regulating sports since 1989, and is a presenter for the American Financial Education Alliance. Nevada Retirement Planners, LLC provides discretionary asset management, financial planning, and consulting services, serving a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm develops investment programs based on client objectives and risk tolerances, often operating under discretionary trading authority, and also facilitates relationships with third-party money managers.

General retirement planning Wealth management

Blake C

Series 66

Reno, NV

Nevada Retirement Planners, LLC

Blake Candreva is a financial advisor at Nevada Retirement Planners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and New York Life Insurance Company. In addition to his advisory role, Candreva is involved in insurance sales through Nevada Senior Advisors, LLC. Nevada Retirement Planners, LLC provides discretionary asset management, financial planning, and consulting services to a variety of clients, including individuals, pension plans, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to develop investment programs and also offers no-cost educational seminars and workshops.

General retirement planning Wealth management

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