Heather Fulton
Planning Alternatives · Jackson, Wyoming
Heather Fulton is a fee-only financial advisor at Planning Alternatives in Jackson, Wyoming, who holds the CFP credential. Planning Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Planning Alternatives |
|---|---|
| Based in | Jackson, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.54B across 693 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WY · CRD 6343809 |
| Exams passed | Series 65 (2014) · Series 66 (2024) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/ |
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Questions about Heather
Is Heather Fulton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Planning Alternatives reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, Planning Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Heather Fulton based?
Heather Fulton is based in Jackson, Wyoming.
What credentials does Heather Fulton hold?
Heather Fulton holds the CFP credential.
Is Heather Fulton registered with the SEC?
Yes. Heather Fulton is registered as an investment adviser representative in WY (CRD 6343809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planning Alternatives manage?
Planning Alternatives reports $1.54B across 693 accounts in assets under management.
How do I contact Heather Fulton?
Through Heather's website, podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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