Alpine Asset Management

A Zephyr Cove fee-only practice charging flat advisory fees rather than asset-based pricing — led by an advisor who holds both the CFP® and CFA designations, a rare double credential in the Tahoe basin.

About the firm

Alpine Asset Management is a fee-only financial planning and investment management firm based in Zephyr Cove, Nevada. The firm serves individuals and families across Lake Tahoe, Truckee, Reno, and the Carson Valley, and works virtually with clients nationwide. Lead advisor Hunter Harris holds both the Certified Financial Planner® and Chartered Financial Analyst™ designations.

Why we ranked them here

Flat-fee transparency (no asset-based percentage), strong dual CFP®/CFA credentialing, and meaningful coverage of the south-shore Tahoe and Carson Valley communities.

Services

• ◆ Flat-fee financial planning
• ◆ Investment management
• ◆ Retirement planning
• ◆ Cross-state (CA/NV) coordination