Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Reno
3yrs
Constance Chan
Financial advisor at TCI Wealth Advisors
Based in Reno, Nevada, Constance Chan is a fiduciary financial advisor with 3 years of industry experience. Constance has been with TCI Wealth Advisors since 2023. TCI Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 644 advisors with offices in Reno, and one of 606 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4757 Caughlin Parkway Suite B, Reno, NV 89519
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.62 million
Advisors at the firm46
States licensed ?1 state
Services through TCI Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowTCI Wealth Advisors, Inc.Current firm
Questions to ask Constance
Tailored to Constance’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Constance
How do I contact Constance?
Call TCI Wealth Advisors at 520-733-1477 and ask for Constance Chan. Constance works from the Reno, NV office.
How long has Constance been a financial advisor?
Constance has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Constance hold?
Series 65. Tap any license on this page to see what it allows.
Is Constance a fiduciary?
Constance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Constance paid?
TCI Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Constance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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