Fee-OnlyFinder

Advisers in Wyoming

35 advisers in 12 Wyoming cities, 35 registered with SEC or state.

Financial planning (24)Hourly fees (18)Flat / fixed fees (21)% of assets managed (34)Retirement plan consulting (11)

Cities

Jackson8 advisersSheridan6 advisersCheyenne4 advisersLaramie4 advisersCasper3 advisersCody2 advisersWilson2 advisersAfton2 advisersAlta1 adviserRiverton1 adviserPowell1 adviserEncampment1 adviser

All advisers in Wyoming

Afinitiv LLC30 North Gould Street, Suite R · Sheridan, WY 82801 · % of assets managedCRD 305672 · % of assets · $353,774 AUMSEC registeredNo commissions reportedCannell Capital LLC245 Meriwether Circle · Alta, WY 83414 · (307) 733-2284 · % of assets managedCRD 158371 · % of assets, Performance-based fees · $372.8 million AUMSEC registeredNo commissions reportedCopperline Wealth Management & Planning1517 Rumsey Avenue · Cody, WY 82414 · (307) 586-1880 · Financial planningCRD 335796 · % of assets, Hourly charges, Fixed fees · $126.6 million AUMSEC registeredNo commissions reportedCorax Asset Management230 East Broadway Ave, Suite 3b · Jackson, WY 83001 · (307) 222-4710 · % of assets managedCRD 312855 · % of assets · $19.8 million AUMState registeredNo commissions reportedCypress Capital Management, LLC312 Whitney Lane Suite 1a · Sheridan, WY 82801 · (307) 674-1770 · Financial planningCRD 130401 · % of assets, Fixed fees · $121.7 million AUMSEC registeredNo commissions reportedDreyfuss Capital Management LLC680 S Cache St, Suite 100-12679 · Jackson, WY 83001 · (720) 442-5056 · Financial planningCRD 309769 · % of assets, Hourly charges, Fixed fees · $47.9 million AUMState registeredNo commissions reportedElevate Wealth Management50 E Loucks, Suite 125 · Sheridan, WY 82801 · (307) 461-5550 · Financial planningCRD 336710 · % of assets, Hourly charges, Fixed fees · $320.3 million AUMSEC registeredNo commissions reportedElevated Asset Management LLC680 S Cache St, Suite 100 · Jackson, WY 83001 · (307) 732-3855 · Financial planningCRD 290067 · % of assets, Fixed fees · $39.5 million AUMState registeredNo commissions reportedFiduciary Capital Management LLC1621 Central Ave · Cheyenne, WY 82001 · (503) 515-1313 · Financial planningCRD 340618 · % of assets, Hourly charges, Fixed fees · $149.8 million AUMSEC registeredNo commissions reportedFremont Financial Advisors INC.2220 Riverview Road · Riverton, WY 82501 · (307) 856-1234 · Financial planningCRD 145865 · Hourly charges, Other · $10.1 million AUMState registeredNo commissions reportedFrontier Asset Management, LLC50 East Loucks Street, Suite 201 · Sheridan, WY 82801 · (307) 673-5675 · Hourly feesCRD 109910 · % of assets, Hourly charges, Fixed fees · $5.5 billion AUMSEC registeredNo commissions reportedGallatin Wealth Management LLC3415 N. Pines Way, Suite 101 · Wilson, WY 83014 · (307) 200-4343 · Flat / fixed feesCRD 165344 · % of assets, Fixed fees, Other · $68.1 million AUMState registeredNo commissions reportedGamma Paradigm Capital, LP1800 Carey Avenue, Suite 300 · Cheyenne, WY 82001 · (307) 640-5987 · Financial planningCRD 226569 · % of assets, Fixed fees, Performance-based fees · $24.1 million AUMState registeredNo commissions reportedGervais Capital Management, LLC3485 North Pines Way, Suite 105 · Wilson, WY 83014 · (914) 433-5223 · Financial planningCRD 299347 · % of assets, Hourly charges, Fixed fees · $155.9 million AUMSEC registeredNo commissions reportedGolden State Wealth Management, LLC254 E 2nd Street, Suite 2 · Powell, WY 82435 · (866) 273-1563 · Financial planningCRD 167995 · % of assets, Other · $2.2 billion AUMSEC registeredNo commissions reportedGreen Tuatara Asset Management, LLC140 S. Cache St. #4112 · Jackson, WY 83001 · (917) 340-1779 · Financial planningCRD 291977 · % of assets · $40.6 million AUMState registeredNo commissions reportedGrupp Financial LLC1705 High School Road, Unit #140 · Jackson, WY 83001 · (307) 200-6579 · Financial planningCRD 168436 · % of assets · $100.1 million AUMSEC registeredNo commissions reportedHale Financial Solutions, LLC80 East 1st Avenue · Afton, WY 83110 · (307) 885-7684 · Financial planningCRD 284620 · % of assets, Hourly charges, Fixed fees · $27.1 million AUMState registeredNo commissions reportedHarfst and Associates, INC.1949 Sugarland Drive, #220 · Sheridan, WY 82801 · (307) 218-5667 · Financial planningCRD 145090 · % of assets, Hourly charges, Fixed fees · $783.2 million AUMSEC registeredNo commissions reportedHp Wealth Management LLC401 E. Fremont St. · Laramie, WY 82072 · (307) 745-7241 · Financial planningCRD 330115 · % of assets · $17.8 million AUMState registeredNo commissions reportedIncome Focus Portfolio Management1110 Maple Way · Jackson, WY 83001 · (307) 733-5100 · % of assets managedCRD 165477 · % of assets · $362.5 million AUMSEC registeredNo commissions reportedIntegrity Financial Corporation680 S. Cache St., Suite 100 - 7403 · Jackson, WY 83001 · (800) 794-4015 · Financial planningCRD 137125 · % of assets · $868.1 million AUMSEC registeredNo commissions reportedMarkle Financial LLC506 S. 21st. St. Suite 101 · Laramie, WY 82070 · (307) 721-1725 · Financial planningCRD 302088 · % of assets, Hourly charges, Fixed fees · $141.2 million AUMSEC registeredNo commissions reportedNet Income LLC1621 Central Ave · Cheyenne, WY 82001 · (866) 320-3573 · Financial planningCRD 282066 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reportedO'Donnell Wealth Management627 Yellowstone Avenue · Cody, WY 82414 · (307) 586-4279 · Financial planningCRD 323384 · % of assets · $123.3 million AUMSEC registeredNo commissions reportedOrr, Brad L.5830 E. 2nd Street · Casper, WY 82609 · (307) 262-4450 · Hourly feesCRD 140093 · % of assets, Hourly charges, Fixed fees · $26.9 million AUMState registeredNo commissions reportedPinnacle West Asset Management INC152 N. Durbin Street, Suite 400 · Casper, WY 82601 · (307) 235-3300 · % of assets managedCRD 106527 · % of assets · $245.9 million AUMSEC registeredNo commissions reportedRw Baker Wealth Management Group LLC100 W. 17th Street · Cheyenne, WY 82001 · (307) 514-4445 · Financial planningCRD 297087 · % of assets, Hourly charges, Fixed fees · $134.9 million AUMSEC registeredNo commissions reportedScott Investment Advisors, L.P.349 East Kelly Avenue · Jackson, WY 83001 · (562) 900-7261 · Flat / fixed feesCRD 110466 · % of assets, Fixed fees · $5.0 million AUMState registeredNo commissions reportedSeeker Financial LLC33 Mantua Meadows Ln · Afton, WY 83110 · (901) 340-7515 · Financial planningCRD 330481 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedSmith Company Financial Advisors / Fusion Funds30 N Gould St #34263 · Sheridan, WY 82801 · (949) 415-5305 · Financial planningCRD 125488 · % of assets, Hourly charges, Fixed fees · $400,000 AUMState registeredNo commissions reportedTraction Financial Partners168 County Road 648 · Encampment, WY 82325 · (307) 672-9738 · Financial planningCRD 315215 · % of assets, Hourly charges, Fixed fees · $288.4 million AUMSEC registeredNo commissions reportedUnest Advisers, LLC221 S. 2nd Street · Laramie, WY 82070 · (818) 275-0041 · % of assets managedCRD 308125 · % of assets, Other · $45.6 million AUMSEC registeredNo commissions reportedWealth Design Consulting, LLC505 S. 3rd Street, Suite 200 · Laramie, WY 82070 · (307) 745-6257 · Hourly feesCRD 133312 · % of assets, Hourly charges · $36.7 million AUMState registeredNo commissions reportedWyou Financial Strategies, LLC254 N. Center Street, Suite 1a · Casper, WY 82601 · (406) 939-3254 · Financial planningCRD 325159 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported