# Flat-fee financial advisors in Wyoming

> In Wyoming, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Matthew Lusins of Bootpack Wealth Management, James Shellenberger of Elevate Wealth Management and Robert Elliot of Finlayson Financial Planning.

Page: https://find.wellspent.co/by/flat-fee-financial-advisors/wyoming/
30 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge flat or fixed fees in Wyoming?

In Wyoming, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Matthew Lusins of Bootpack Wealth Management, James Shellenberger of Elevate Wealth Management and Robert Elliot of Finlayson Financial Planning.

## How many fee-only advisors who charge flat or fixed fees in Wyoming are there?

The Wellspent public graph lists 30 fee-only advisors who charge flat or fixed fees in Wyoming, at 19 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who charge flat or fixed fees in Wyoming located?

Of the 30 fee-only advisors who charge flat or fixed fees in Wyoming, 9 are in Sheridan, followed by 6 in Jackson and 5 in Encampment.

## How do fee-only advisors who charge flat or fixed fees in Wyoming charge?

The most common fee among fee-only advisors who charge flat or fixed fees in Wyoming is a percentage of assets, used by 93% of the 30 with fees on file. Many use more than one: 87% charge fixed fees and 77% charge by the hour.

## How many fee-only advisors who charge flat or fixed fees in Wyoming hold the CFP?

40% of the 30 fee-only advisors who charge flat or fixed fees in Wyoming hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

## What should I ask fee-only advisors who charge flat or fixed fees in Wyoming?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

## How current is this list of fee-only advisors who charge flat or fixed fees in Wyoming?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Matthew Lusins](https://find.wellspent.co/advisors/matthew-lusins.md) | Bootpack Wealth Management | Jackson, Wyoming | CFP, CFA | Percentage of assets |
| [Andrew Barnes](https://find.wellspent.co/advisors/andrew-barnes.md) | Traction Financial Partners | Encampment, Wyoming | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ryan McNamee](https://find.wellspent.co/advisors/ryan-mcnamee.md) | Traction Financial Partners | Encampment, Wyoming | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Shellenberger](https://find.wellspent.co/advisors/james-shellenberger.md) | Elevate Wealth Management | Sheridan, Wyoming | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Robby Harfst](https://find.wellspent.co/advisors/robby-harfst.md) | Harfst and Associates | Sheridan, Wyoming | CFP | Percentage of assets, Hourly, Fixed fees |
| [Robert Elliot](https://find.wellspent.co/advisors/robert-elliot.md) | Finlayson Financial Planning | Buffalo, Wyoming | CFP, ChFC | One-time planning fee, Flat fee or retainer |
| [Robert Johnson](https://find.wellspent.co/advisors/robert-johnson-7819192.md) | Elevate Wealth Management | Sheridan, Wyoming | CFP | Percentage of assets, Hourly, Fixed fees |
| [Robert Heykoop](https://find.wellspent.co/advisors/robert-heykoop.md) | Traction Financial Partners | Encampment, Wyoming | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Evan Barnes](https://find.wellspent.co/advisors/evan-barnes.md) | Traction Financial Partners | Encampment, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [James Rose](https://find.wellspent.co/advisors/james-rose-4842996.md) | Concord Financial Group | Sheridan, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Karla Lema](https://find.wellspent.co/advisors/karla-lema.md) | Concord Financial Group | Sheridan, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Shannon Markle](https://find.wellspent.co/advisors/shannon-markle.md) | Markle Financial | Laramie, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Tiffany Charles](https://find.wellspent.co/advisors/tiffany-charles.md) | Traction Financial Partners | Encampment, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Danette Harfst](https://find.wellspent.co/advisors/danette-harfst.md) | Harfst and Associates | Sheridan, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Michelle Stallsworth](https://find.wellspent.co/advisors/michelle-stallsworth.md) | Harfst and Associates | Sheridan, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Rilee Erickson](https://find.wellspent.co/advisors/rilee-erickson.md) | Fidelis Wealth Advisors | Big Piney, Wyoming |   | Percentage of assets, Fixed fees |
| [Timothy Hale](https://find.wellspent.co/advisors/timothy-hale.md) | Hale Financial Solutions | Afton, Wyoming |   | Percentage of assets, Hourly, Ongoing planning fee |
| [Jessica Pratt](https://find.wellspent.co/advisors/jessica-pratt.md) | WyoU Financial Strategies | Casper, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Kristin Herbst](https://find.wellspent.co/advisors/kristin-herbst.md) | Cypress Capital Management | Sheridan, Wyoming |   | Percentage of assets, Fixed fees |
| [Matthew Ebzery](https://find.wellspent.co/advisors/matthew-ebzery.md) | Cypress Capital Management | Sheridan, Wyoming |   | Percentage of assets, Fixed fees |
| [Jonas Champion](https://find.wellspent.co/advisors/jonas-champion.md) | Net Income | Cheyenne, Wyoming |   | Hourly, One-time planning fee |
| [Bradley Improta](https://find.wellspent.co/advisors/bradley-improta.md) | Planning Alternatives | Jackson, Wyoming | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Van Slyke](https://find.wellspent.co/advisors/christopher-van-slyke.md) | Worthpointe | Jackson, Wyoming | CFP | Percentage of assets, Hourly, Fixed fees |
| [Heather Fulton](https://find.wellspent.co/advisors/heather-fulton.md) | Planning Alternatives | Jackson, Wyoming | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Keller](https://find.wellspent.co/advisors/james-keller.md) | Keller Investment Advisors | Jackson, Wyoming | CFP | Percentage of assets, Fixed fees |
| [Nathan Lundquist](https://find.wellspent.co/advisors/nathan-lundquist.md) | Elevated Asset Management | Jackson, Wyoming | CFP | Percentage of assets, Fixed fees |
| [Donald Gervais](https://find.wellspent.co/advisors/donald-gervais.md) | Gervais Capital Management | Wilson, Wyoming | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Candice Wisdom](https://find.wellspent.co/advisors/candice-wisdom.md) | RW Baker Wealth Management Group | Cheyenne, Wyoming |   | Percentage of assets, Hourly, Fixed fees |
| [Maia Thomas](https://find.wellspent.co/advisors/maia-thomas.md) | Fortitude Advisory Group | Laramie, Wyoming |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Rosalyn Baker](https://find.wellspent.co/advisors/rosalyn-baker.md) | RW Baker Wealth Management Group | Cheyenne, Wyoming |   | Percentage of assets, Hourly, Fixed fees |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
