Flat-fee financial advisors in Wyoming
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matthew Lusins Bootpack Wealth Management, Jackson Holds the CFP and CFA. Fees on file: percentage of assets.
- James Shellenberger Elevate Wealth Management, Sheridan Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Robert Elliot Finlayson Financial Planning, Buffalo Holds the CFP. Fees on file: one-time planning fee, flat fee or retainer.
- Andrew Barnes Traction Financial Partners, Encampment Holds the CFP. Fees on file: percentage of assets, hourly.
- James Keller Keller Investment Advisors, Jackson Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Bradley Improta Planning Alternatives, Jackson Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 30
- Firms
- 19
- Cities
- 10
- Hold the CFP
- 40%
- Other credentials: CFA 10% · ChFC 7%
- How they charge (of 30 with fees on file): percentage of assets 93% · fixed fees 87% · hourly 77% · one-time planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 30 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matthew Lusins | Bootpack Wealth Management | Jackson | CFP, CFA | Percentage of assets |
| Andrew Barnes | Traction Financial Partners | Encampment | CFP | Percentage of assets, Hourly |
| Ryan McNamee | Traction Financial Partners | Encampment | CFP | Percentage of assets, Hourly |
| James Shellenberger | Elevate Wealth Management | Sheridan | CFP, CFA | Percentage of assets, Hourly |
| Robby Harfst | Harfst and Associates | Sheridan | CFP | Percentage of assets, Hourly |
| Robert Elliot | Finlayson Financial Planning | Buffalo | CFP, ChFC | One-time planning fee, Flat fee or retainer |
| Robert Johnson | Elevate Wealth Management | Sheridan | CFP | Percentage of assets, Hourly |
| Robert Heykoop | Traction Financial Partners | Encampment | ChFC | Percentage of assets, Hourly |
| Evan Barnes | Traction Financial Partners | Encampment | Not listed | Percentage of assets, Hourly |
| James Rose | Concord Financial Group | Sheridan | Not listed | Percentage of assets, Hourly |
| Karla Lema | Concord Financial Group | Sheridan | Not listed | Percentage of assets, Hourly |
| Shannon Markle | Markle Financial | Laramie | Not listed | Percentage of assets, Hourly |
| Tiffany Charles | Traction Financial Partners | Encampment | Not listed | Percentage of assets, Hourly |
| Danette Harfst | Harfst and Associates | Sheridan | Not listed | Percentage of assets, Hourly |
| Michelle Stallsworth | Harfst and Associates | Sheridan | Not listed | Percentage of assets, Hourly |
| Rilee Erickson | Fidelis Wealth Advisors | Big Piney | Not listed | Percentage of assets, Fixed fees |
| Timothy Hale | Hale Financial Solutions | Afton | Not listed | Percentage of assets, Hourly |
| Jessica Pratt | WyoU Financial Strategies | Casper | Not listed | Percentage of assets, Hourly |
| Kristin Herbst | Cypress Capital Management | Sheridan | Not listed | Percentage of assets, Fixed fees |
| Matthew Ebzery | Cypress Capital Management | Sheridan | Not listed | Percentage of assets, Fixed fees |
| Jonas Champion | Net Income | Cheyenne | Not listed | Hourly, One-time planning fee |
| Bradley Improta | Planning Alternatives | Jackson | CFP | Percentage of assets, Hourly |
| Christopher Van Slyke | Worthpointe | Jackson | CFP | Percentage of assets, Hourly |
| Heather Fulton | Planning Alternatives | Jackson | CFP | Percentage of assets, Hourly |
| James Keller | Keller Investment Advisors | Jackson | CFP | Percentage of assets, Fixed fees |
| Nathan Lundquist | Elevated Asset Management | Jackson | CFP | Percentage of assets, Fixed fees |
| Donald Gervais | Gervais Capital Management | Wilson | CFA | Percentage of assets, Hourly |
| Candice Wisdom | RW Baker Wealth Management Group | Cheyenne | Not listed | Percentage of assets, Hourly |
| Maia Thomas | Fortitude Advisory Group | Laramie | Not listed | Percentage of assets, Hourly |
| Rosalyn Baker | RW Baker Wealth Management Group | Cheyenne | Not listed | Percentage of assets, Hourly |
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