Advisers in Sheridan, WY

6 advisers in Sheridan — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (5)

All advisers

Afinitiv LLC30 North Gould Street, Suite R · Sheridan, WY 82801 · % of assets managedCRD 305672 · % of assets · $353,774 AUMSEC registeredNo commissions reported Cypress 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 reported Elevate 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 reported Frontier 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 reported Harfst 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 reported Smith 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 reported

Talking to advisers in Sheridan? 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.