Fee-OnlyFinder

Advisers in Wilson, WY

2 advisers in Wilson — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Gallatin 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 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 reported
Talking to advisers in Wilson? 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.