Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Cody
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Cody,
Wyoming
have an average of
6
years of experience.
NOTE: The list of vetted financial
advisors in
Cody,
Wyoming
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Cody, Wyoming.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 6 Years | $16,000,000 | $50,000 | Fee-Based |
Qualifications
Firm CRD# 6413
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1438 Sheridan Avenue,
Suite 101,
Cody,
WY
82414
Phone Number
307-586-2702
A dedicated private wealth advisor at Absaroka Wealth Management, Ben specializes in financial planning and investment management services for business owners and early to mid-career professionals. Ben's mission is simple: to help clients manage debt and save for retirement, or major purchases, like buying a home, by developing, implementing, and monitoring an efficient financial planning strategy designed specifically for each client. Ben is proud of his comprehensive process that allows clients to build a scope of engagement for their financial plan to make sure that together, they are always working toward the plan priorities. For Ben, communication is the foundation of any trusted, long-term relationship. He begins by obtaining a clear understanding of your goals, concerns, and personal vision of success. Once he understands what drives you, he creates a personal financial website and drafts a detailed analysis of your current situation. From there, he takes a deep dive into various areas such as retirement, business and estate planning. Once the financial plan is implemented, the monitoring phase begins which involves monthly reports and quarterly face-to-face, check-in meetings. As a CFP® professional, Ben has pledged to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Working in a fiduciary capacity, not only is it Ben's professional duty to put his clients' needs first, but he considers it his personal moral duty to act in their best interest while maintaining full transparency throughout the financial planning process. Ben graduated from the University of North Dakota with a Bachelor of Business Administration degree in Entrepreneurship. Outside of the office, Ben enjoys spending quality time with family and friends, and outdoor activities like fishing and hiking. Locally, he is a member of the Cody Lions Club, the Optimist Club, and Next Gen Park County.
As an independent financial planning and wealth management firm in our hometown office of Cody, we offer comprehensive, independent advice to individuals, business owners and multi-generational families. Our mission is to have a meaningful impact on our clients financial lives by striving to provide confidence that someone with integrity is in their corner throughout every stage in life. The result: we'll aspire to help you design your own personal legacy thatis suitable for you and your personal vision of success. Working as a fiduciary to our advisory clients, it is our legal duty to put our clientsneeds first, and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have, and the honest work we seek to do for the people we serve.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
A financial advisor is a professional who provides financial services (i.e. financial planning, creating investment strategies, wealth management, retirement planning, etc.) to their clients based on their specific circumstances and financial goals. As a Wyoming resident, you may need the help of a financial advisor if you need personalized guidance in achieving your financial objectives or help to make more informed financial decisions. To learn more, explore this guide on why and when you may need a financial advisor.
A financial advisor in Wyoming can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
The cost of hiring a financial advisor in Wyoming varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
When evaluating the qualifications of financial advisors in Wyoming, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.
Working with a financial advisor in Wyoming can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read further about the benefits of working with a financial advisor.
When comparing different financial advisors in Wyoming, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in Wyoming, specifically tailored to your financial needs and goals.
Financial advisors in Wyoming offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor in the Wyoming directory, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
Yes, there are several online tools and resources that can assist you in searching for financial advisors in Wyoming. We recommend using the WiserAdvisor online directory for the state of Wyoming to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on using BrokerCheck to evaluate a financial advisor's credentials.
To determine if a financial advisor in Wyoming specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. A financial advisor can specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify the particular area of specialization on our directory, simply click the "View full profile" button next to any vetted financial advisor listed. There you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.
Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Wyoming can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor.
Wyoming-based financial advisors may suggest considering inflation-protected/indexed annuities as a potential investment strategy to help hedge against inflation and potentially ensure a more stable retirement. These annuities have the potential to protect and grow your investment per future inflation rates, potentially providing stable retirement income, reducing the risk of outliving your savings, and offering the possibility of tax deferral advantages during lower tax bracket retirement years. To learn more, read about the Ten Retirement Investment Strategies You Need To Know.
The typical minimum asset requirement for working with a financial advisor in Wyoming can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.
Yes, there are financial advisors in Wyoming who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if started late.
