Robby Harfst
Harfst and Associates · Sheridan, Wyoming
Robby Harfst is a fee-only financial advisor at Harfst and Associates in Sheridan, Wyoming, who holds the CFP credential. Robby focuses on small business owners, estate & legacy planning and family wealth transfer. Harfst and Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Harfst and Associates |
|---|---|
| Based in | Sheridan, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $783.2M across 1,539 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WY · CRD 2319056 |
| Exams passed | Series 63 (1993) · Series 65 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.harfstandassociates.com |
| Profile |
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Questions about Robby
Is Robby Harfst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robby holds no broker registration, and Harfst and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robby charge for financial advice?
Robby's firm, Harfst and Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robby Harfst based?
Robby Harfst is based in Sheridan, Wyoming.
What does Robby specialize in?
Robby's specialties include small business owners, estate & legacy planning and family wealth transfer. Robby works with retirees.
What credentials does Robby Harfst hold?
Robby Harfst holds the CFP credential.
Is Robby Harfst registered with the SEC?
Yes. Robby Harfst is registered as an investment adviser representative in OR, TX and WY (CRD 2319056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harfst and Associates manage?
Harfst and Associates reports $783.2M across 1,539 accounts in assets under management.
How do I contact Robby Harfst?
Through Robby's website, www.harfstandassociates.com.
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
- Harfst and Associates website : specialties, clients served, and fees, checked October 30, 2026
- 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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