Fee-only advisors in Wyoming
Fee-only advisors in Sheridan, Jackson and Encampment, plus 8 other cities.
By the numbers
The Wellspent public graph lists 40 fee-only financial advisors serving Wyoming at 25 firms, most in Sheridan, Jackson and Encampment. 30% hold the CFP certification. Of the 39 with fees on file, 95% charge percentage of assets.
- Advisors listed
- 40
- Firms
- 25
- Cities
- 11
- Hold the CFP
- 30%
- Other credentials: CFA 13% · ChFC 5%
- How they charge (of 39 with fees on file): percentage of assets 95% · fixed fees 67% · hourly 64% · one-time planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors serving Wyoming (40)
| 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 |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| 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 |
| Matthew Amsberry | HighPoint CPAs | Laramie | CFA | Percentage of assets |
| 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 |
| Jason Roesler | HighPoint CPAs | Laramie | Not listed | Percentage of assets |
| 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 |
| Zane Kuhbacher | HighPoint CPAs | Laramie | Not listed | Percentage of assets |
| 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 |
| Matthew Grupp | Grupp Financial | Jackson | Not listed | Percentage of assets |
| Michael Estrada | Grupp Financial | Jackson | Not listed | Percentage of assets |
| 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 |
| Alex Lutz | American Wealth Management | Casper | Not listed | Percentage of assets, Hourly |
| Candice Wisdom | RW Baker Wealth Management Group | Cheyenne | Not listed | Percentage of assets, Hourly |
| Cristine Calkins | Goose Valley Consulting | Sheridan | Not listed | Not listed |
| John Lutz Jr. | American Wealth Management | Casper | 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 |
| Thomas Lane | O'donnell Wealth Management | Cody | Not listed | Percentage of assets |
Firms headquartered in Wyoming (19)
-
Bootpack Wealth Management
Jackson, Wyoming
-
Cypress Capital Management
Sheridan, Wyoming
-
Elevate Wealth Management
Sheridan, Wyoming
-
Elevated Asset Management
Jackson, Wyoming
-
Finlayson Financial Planning
Buffalo, Wyoming
-
Gervais Capital Management
Wilson, Wyoming
-
Goose Valley Consulting
Sheridan, Wyoming
-
Grupp Financial
Jackson, Wyoming
-
Hale Financial Solutions
Afton, Wyoming
-
Harfst and Associates
Sheridan, Wyoming
-
HighPoint CPAs
Laramie, Wyoming
-
Keller Investment Advisors
Jackson, Wyoming
-
Markle Financial
Laramie, Wyoming
-
Net Income
Cheyenne, Wyoming
-
O'donnell Wealth Management
Cody, Wyoming
-
RW Baker Wealth Management Group
Cheyenne, Wyoming
-
Traction Financial Partners
Encampment, Wyoming
-
Worthpointe
Jackson, Wyoming
-
WyoU Financial Strategies
Casper, Wyoming