Fee-OnlyFinder

Advisers in Jackson, WY

8 advisers in Jackson — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (3)

All advisers

Corax 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 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 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 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 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 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 reported
Talking to advisers in Jackson? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.