# Fee-only financial advisors in Wyoming

> AdvisorCensus lists 26 investment advisory firms with a principal office in Wyoming that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wy/fee-only

## At a glance

- Investment advisory firms: 26
- Registration: SEC-registered investment adviser: 9, State-registered investment adviser: 17
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 26 (100%); Percentage of assets 25 (96%); Hourly charges 9 (35%); Subscription fees (newsletter or periodical) 1 (4%); Fixed fees 10 (38%)
- Regulatory assets under management (Item 5.F): Under $25 million 12 (46%); $25 million to $100 million 5 (19%); $100 million to $500 million 5 (19%); $500 million to $1 billion 1 (4%); Over $5 billion 1 (4%); Not reported 2 (8%)
- Years registered: Under 5 years 12 (46%); 5 to 9 years 10 (38%); 10 to 19 years 1 (4%); 20 years or more 3 (12%)

## Firms (page 1 of 1, 1 to 26 of 26, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Afinitiv LLC](https://advisorcensus.com/firm/afinitiv-llc-sheridan-wy-305672) ([md](https://advisorcensus.com/firm/afinitiv-llc-sheridan-wy-305672.md)) | 305672 | Sheridan, WY | SEC-registered investment adviser | Under $25 million | 6 | % of assets |
| [Alisio Capital Partners LLC](https://advisorcensus.com/firm/alisio-capital-partners-llc-sheridan-wy-343516) ([md](https://advisorcensus.com/firm/alisio-capital-partners-llc-sheridan-wy-343516.md)) | 343516 | Sheridan, WY | SEC-registered investment adviser | Not reported | 0 | % of assets |
| [Beplat Asset Management, Inc.](https://advisorcensus.com/firm/beplat-asset-management-inc-jackson-wy-153005) ([md](https://advisorcensus.com/firm/beplat-asset-management-inc-jackson-wy-153005.md)) | 153005 | Jackson, WY | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Corax Asset Management](https://advisorcensus.com/firm/corax-asset-management-jackson-wy-312855) ([md](https://advisorcensus.com/firm/corax-asset-management-jackson-wy-312855.md)) | 312855 | Jackson, WY | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Cypress Capital Management, LLC](https://advisorcensus.com/firm/cypress-capital-management-llc-sheridan-wy-130401) ([md](https://advisorcensus.com/firm/cypress-capital-management-llc-sheridan-wy-130401.md)) | 130401 | Sheridan, WY | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Fixed fee |
| [Diana Richey](https://advisorcensus.com/firm/diana-richey-jackson-wy-323252) ([md](https://advisorcensus.com/firm/diana-richey-jackson-wy-323252.md)) | 323252 | Jackson, WY | State-registered investment adviser | Not reported | 3 | Subscription |
| [Durata Wealth Management](https://advisorcensus.com/firm/durata-wealth-management-jackson-wy-343669) ([md](https://advisorcensus.com/firm/durata-wealth-management-jackson-wy-343669.md)) | 343669 | Jackson, WY | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Finlayson Financial Planning, Inc.](https://advisorcensus.com/firm/finlayson-financial-planning-inc-165631) ([md](https://advisorcensus.com/firm/finlayson-financial-planning-inc-165631.md)) | 165631 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Frontier Asset Management, LLC](https://advisorcensus.com/firm/frontier-asset-management-llc-sheridan-wy-109910) ([md](https://advisorcensus.com/firm/frontier-asset-management-llc-sheridan-wy-109910.md)) | 109910 | Sheridan, WY | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Grupp Financial LLC](https://advisorcensus.com/firm/grupp-financial-llc-jackson-wy-168436) ([md](https://advisorcensus.com/firm/grupp-financial-llc-jackson-wy-168436.md)) | 168436 | Jackson, WY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [HP Wealth Management LLC](https://advisorcensus.com/firm/hp-wealth-management-llc-laramie-wy-330115) ([md](https://advisorcensus.com/firm/hp-wealth-management-llc-laramie-wy-330115.md)) | 330115 | Laramie, WY | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Income Focus Portfolio Management](https://advisorcensus.com/firm/income-focus-portfolio-management-jackson-wy-165477) ([md](https://advisorcensus.com/firm/income-focus-portfolio-management-jackson-wy-165477.md)) | 165477 | Jackson, WY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Lawrence Capital Management, Inc.](https://advisorcensus.com/firm/lawrence-capital-management-inc-jackson-wy-106123) ([md](https://advisorcensus.com/firm/lawrence-capital-management-inc-jackson-wy-106123.md)) | 106123 | Jackson, WY | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Loomis Capital Management](https://advisorcensus.com/firm/loomis-capital-management-jackson-wy-333000) ([md](https://advisorcensus.com/firm/loomis-capital-management-jackson-wy-333000.md)) | 333000 | Jackson, WY | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Mary J. Spitler, MS, LLC](https://advisorcensus.com/firm/mary-j-spitler-ms-llc-113145) ([md](https://advisorcensus.com/firm/mary-j-spitler-ms-llc-113145.md)) | 113145 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Omnivest](https://advisorcensus.com/firm/omnivest-casper-wy-342139) ([md](https://advisorcensus.com/firm/omnivest-casper-wy-342139.md)) | 342139 | Casper, WY | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [ORR, Brad L.](https://advisorcensus.com/firm/orr-brad-l-casper-wy-140093) ([md](https://advisorcensus.com/firm/orr-brad-l-casper-wy-140093.md)) | 140093 | Casper, WY | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Para Capital Group, LLC](https://advisorcensus.com/firm/para-capital-group-llc-cheyenne-wy-343839) ([md](https://advisorcensus.com/firm/para-capital-group-llc-cheyenne-wy-343839.md)) | 343839 | Cheyenne, WY | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Pinnacle West Asset Management Inc](https://advisorcensus.com/firm/pinnacle-west-asset-management-inc-casper-wy-106527) ([md](https://advisorcensus.com/firm/pinnacle-west-asset-management-inc-casper-wy-106527.md)) | 106527 | Casper, WY | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets |
| [Redtail Management LLC](https://advisorcensus.com/firm/redtail-management-llc-338754) ([md](https://advisorcensus.com/firm/redtail-management-llc-338754.md)) | 338754 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly |
| [Reichel Management Company LLC](https://advisorcensus.com/firm/reichel-management-company-llc-325495) ([md](https://advisorcensus.com/firm/reichel-management-company-llc-325495.md)) | 325495 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [RW Baker Wealth Management Group LLC](https://advisorcensus.com/firm/rw-baker-wealth-management-group-llc-cheyenne-wy-297087) ([md](https://advisorcensus.com/firm/rw-baker-wealth-management-group-llc-cheyenne-wy-297087.md)) | 297087 | Cheyenne, WY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Scott Investment Advisors, L.P.](https://advisorcensus.com/firm/scott-investment-advisors-l-p-jackson-wy-110466) ([md](https://advisorcensus.com/firm/scott-investment-advisors-l-p-jackson-wy-110466.md)) | 110466 | Jackson, WY | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Seeker Financial LLC](https://advisorcensus.com/firm/seeker-financial-llc-afton-wy-330481) ([md](https://advisorcensus.com/firm/seeker-financial-llc-afton-wy-330481.md)) | 330481 | Afton, WY | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealth Design Consulting, LLC](https://advisorcensus.com/firm/wealth-design-consulting-llc-laramie-wy-133312) ([md](https://advisorcensus.com/firm/wealth-design-consulting-llc-laramie-wy-133312.md)) | 133312 | Laramie, WY | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [Wyou Financial Strategies, LLC](https://advisorcensus.com/firm/wyou-financial-strategies-llc-casper-wy-325159) ([md](https://advisorcensus.com/firm/wyou-financial-strategies-llc-casper-wy-325159.md)) | 325159 | Casper, WY | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Wyoming?**
AdvisorCensus lists 105 investment advisory firms with a principal office in Wyoming, from Form ADV filings as of October 2026: 29 SEC-registered, 34 state-registered, and 42 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Wyoming?**
26 of the 105 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Wyoming offer financial planning?**
39 of the 63 firms in Wyoming that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Wyoming fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 26 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Wyoming](https://advisorcensus.com/advisors/wy) (https://advisorcensus.com/advisors/wy.md)
- [Flat-fee financial advisors in Wyoming](https://advisorcensus.com/advisors/wy/flat-fee) (https://advisorcensus.com/advisors/wy/flat-fee.md)
- [Hourly financial advisors in Wyoming](https://advisorcensus.com/advisors/wy/hourly) (https://advisorcensus.com/advisors/wy/hourly.md)
- [Fee-only financial advisors in Casper, WY](https://advisorcensus.com/advisors/wy/casper/fee-only) (https://advisorcensus.com/advisors/wy/casper/fee-only.md)
- [Fee-only financial advisors in Cheyenne, WY](https://advisorcensus.com/advisors/wy/cheyenne/fee-only) (https://advisorcensus.com/advisors/wy/cheyenne/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Wyoming: 26 firms from Form ADV filings as of October 2026.