Fee-OnlyFinder

Advisers in Laramie, WY

4 advisers in Laramie — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Hp Wealth Management LLC401 E. Fremont St. · Laramie, WY 82072 · (307) 745-7241 · Financial planningCRD 330115 · % of assets · $17.8 million AUMState 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 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 reported
Talking to advisers in Laramie? 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.