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Find Retirement Advisors for Retirement Planning in Wyoming

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Wyoming, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Wyoming

Last Updated - April 24, 2025

Wyoming has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Wyoming have an average of 8 years of experience.

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List of Qualified Retirement Planning Advisors in Wyoming

advisor
vector.svg VERIFIED

Joe Pleso
Pleso Capital Group

Qualifications
CRD# 6393806
Firm CRD# 169159
Series 65

Minimum Assets Required
$250,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Wyoming (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5237 Hhr Ranch Road, Suite 2
Wilson, WY, 83014-9220
$18,432,519,6742025
A percentage of AUM, Other (PERFORMANCE ALLOCATION OR CARRIED INTEREST)
2

50 East Loucks Street, Suite 201
Sheridan, WY, 82801
$5,345,412,0243351347
A percentage of AUM, Hourly charges, Fixed fees
3

3415 North Pines Way, Suite 205
Wilson, WY, 83014
$869,628,40174
A percentage of AUM, Performance Based
4

245 Meriwether Circle,
Alta, WY, 83414
$851,813,961247
A percentage of AUM, Performance Based
5

680 S Cache Street, Suite 100
Jackson, WY, 83001
$833,053,514312
A percentage of AUM, Performance Based
6

1949 Sugarland Drive, #220
Sheridan, WY, 82801
$629,484,95114393
A percentage of AUM, Hourly charges, Fixed fees
7

2515 Warren Ave, Suite 500,
Cheyenne, WY, 82001
$549,126,443162921
A percentage of AUM
8

1110 Maple Way,
Jackson, WY, 83001
$334,115,6862723
A percentage of AUM
9

1115 Maple Way, Suite B
Jackson, WY, 83011
$263,219,237212
A percentage of AUM, Performance Based
10

199 East Pearl Avenue Suite 102,
Jackson, WY, 83001
$242,675,7311612
A percentage of AUM
11

168 County Road 648,
Encampment, WY, 82325-1028
$238,489,11993711
A percentage of AUM, Hourly charges, Fixed fees
12

160 West Deloney St.,
Jackson, WY, 83001
$213,888,10943
A percentage of AUM, Performance Based
13

152 N. Durbin Street, Suite 400
Casper, WY, 82601
$201,513,3612143
A percentage of AUM
14

3485 North Pines Way, Suite 105
Wilson, WY, 83014
$116,050,600371
A percentage of AUM, Hourly charges, Fixed fees
15

100 W. 17th Street,
Cheyenne, WY, 82001
$107,973,2133342
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Wyoming

QualificationsFirm CRD# 157389

Assets Under Management $18,432,519,674

No. Of Clients20

Clients Per Financial Advisor1

SCHF (GPE), LLC is a financial advisory firm situated in Wilson, Wyoming. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (PERFORMANCE ALLOCATION OR CARRIED INTEREST)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 109910

Assets Under Management $5,345,412,024

No. Of Clients33513

Clients Per Financial Advisor713

FRONTIER ASSET MANAGEMENT, LLC is a financial advisory firm situated in Sheridan, Wyoming. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33513 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
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QualificationsFirm CRD# 291593

Assets Under Management $869,628,401

No. Of Clients7

Clients Per Financial Advisor2

FLAT FOOTED LLC is a financial advisory firm situated in Wilson, Wyoming. With a nearly $870M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 158371

Assets Under Management $851,813,961

No. Of Clients24

Clients Per Financial Advisor3

CANNELL CAPITAL LLC is a financial advisory firm situated in Alta, Wyoming. With a nearly $852M assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 288551

Assets Under Management $833,053,514

No. Of Clients3

Clients Per Financial Advisor0

FLAT ROCK GLOBAL is a financial advisory firm situated in Jackson, Wyoming. With a nearly $833M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 145090

Assets Under Management $629,484,951

No. Of Clients1439

Clients Per Financial Advisor480

HARFST AND ASSOCIATES, INC. is a financial advisory firm situated in Sheridan, Wyoming. With a nearly $629M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1439 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 137125

Assets Under Management $549,126,443

No. Of Clients1629

Clients Per Financial Advisor78

INTEGRITY FINANCIAL CORPORATION is a financial advisory firm situated in Cheyenne, Wyoming. With a nearly $549M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1629 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 165477

Assets Under Management $334,115,686

No. Of Clients272

Clients Per Financial Advisor91

INCOME FOCUS PORTFOLIO MANAGEMENT is a financial advisory firm situated in Jackson, Wyoming. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 317767

Assets Under Management $263,219,237

No. Of Clients2

Clients Per Financial Advisor0

GREYBULL ADVISORS, LLC is a financial advisory firm situated in Jackson, Wyoming. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 107491

Assets Under Management $242,675,731

No. Of Clients161

Clients Per Financial Advisor81

BEDDOW CAPITAL MANAGEMENT INC is a financial advisory firm situated in Jackson, Wyoming. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 161 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 315215

Assets Under Management $238,489,119

No. Of Clients937

Clients Per Financial Advisor85

TRACTION FINANCIAL PARTNERS is a financial advisory firm situated in Encampment, Wyoming. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CONSULTING)
View Full Profile

QualificationsFirm CRD# 282022

Assets Under Management $213,888,109

No. Of Clients4

Clients Per Financial Advisor1

FOUNDERS EQUITY PARTNERS is a financial advisory firm situated in Jackson, Wyoming. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 106527

Assets Under Management $201,513,361

No. Of Clients214

Clients Per Financial Advisor71

PINNACLE WEST ASSET MANAGEMENT INC is a financial advisory firm situated in Casper, Wyoming. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 214 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 299347

Assets Under Management $116,050,600

No. Of Clients37

Clients Per Financial Advisor37

GERVAIS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Wilson, Wyoming. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 297087

Assets Under Management $107,973,213

No. Of Clients334

Clients Per Financial Advisor167

RW BAKER WEALTH MANAGEMENT GROUP LLC is a financial advisory firm situated in Cheyenne, Wyoming. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 334 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (CONSULTING)
View Full Profile

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