Financial advisors
Fee-only financial advisors in Wyoming
35 fee-only investment advisers in Wyoming serve individuals, across 10 cities. 22 offer hourly or flat-fee arrangements and 18 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
Fee-only advisers in Wyoming serving the most individuals
- Frontier Asset Management, LLC Sheridan · 3,115 individual clients
- Harfst and Associates, Inc. Sheridan · 499 individual clients
- Copperline Wealth Management & Planning Cody · 430 individual clients
- Traction Financial Partners Encampment · 326 individual clients
- Income Focus Portfolio Management Jackson · 296 individual clients
- Elevate Wealth Management Sheridan · 269 individual clients
- Markle Financial LLC Laramie · 257 individual clients
- O'Donnell Wealth Management Cody · 208 individual clients
- RW Baker Wealth Management Group LLC Cheyenne · 196 individual clients
- Cypress Capital Management, LLC Sheridan · 185 individual clients
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Other Wyoming cities
Afton
- Hale Financial Solutions, LLC $27M
- Seeker Financial LLC Not reported
Alta
- Cannell Capital LLC $373M
Encampment
Wilson
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.