W Wellspent Public advisor graph
Wellspent public graph/Locations/United States/Wyoming
United States

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)

Fee-only advisors serving Wyoming: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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)