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Find Retirement Advisors for Retirement Planning in Wyoming, Sheridan

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in Sheridan, Wyoming (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	50 East Loucks Street, Suite 201 Sheridan, WY, 82801	$5,345,412,024	33513	47	A percentage of AUM, Hourly charges, Fixed fees
2	1949 Sugarland Drive, #220 Sheridan, WY, 82801	$629,484,951	1439	3	A percentage of AUM, Hourly charges, Fixed fees
3	312 Whitney Lane Suite 1a, Sheridan, WY, 82801	$102,390,864	366	4	A percentage of AUM, Fixed fees
4	1309 Coffeen Avenue, Suite 4157, Sheridan, WY, 82801	$100,980,698	543	1	A percentage of AUM
5	30 North Gould Street, Suite R Sheridan, WY, 82801	$201,282	11	2	A percentage of AUM

Information on Top Retirement Planning firms in Sheridan, Wyoming

FRONTIER ASSET MANAGEMENT, LLC

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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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HARFST AND ASSOCIATES, INC.

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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

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CYPRESS CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 130401

Assets Under Management $102,390,864

No. Of Clients366

Clients Per Financial Advisor92

CYPRESS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Sheridan, Wyoming. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 366 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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DEMETER TACTICAL INVESTMENTS CORP.

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QualificationsFirm CRD# 329512

Assets Under Management $100,980,698

No. Of Clients543

Clients Per Financial Advisor543

DEMETER TACTICAL INVESTMENTS CORP. is a financial advisory firm situated in Sheridan, Wyoming. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 543 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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AFINITIV LLC

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QualificationsFirm CRD# 305672

Assets Under Management $201,282

No. Of Clients11

Clients Per Financial Advisor6

AFINITIV LLC is a financial advisory firm situated in Sheridan, Wyoming. With a nearly $201K assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
Portfolio management for pooled investment vehicles
Publication of periodicals and newsletters
Education seminars/workshops
Other (ONLINE 'ROBO' ADVICE, WHICH PROVIDES PORTFOLIO RECOMMENDATIONS ON THE BASIS OF RESPONSES TO AN ONLINE QUESTIONNAIRE.)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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