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Asset Financial Planners

(22)

Knowledge
Partnership
Choices

“He has many excellent qualities but the one that sticks out to me is his ability to connect on a personal level and provide ideas to meet any financial goals you have, he works with you rather than just manage your portfolio on paper.”

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Compass Wealth Group

(3)

“Professional staff and accessible in assistance”

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Patrick Sandy CFP

(1)

“The guidance, wise advice, attention to detail and support are so appreciated!”

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Investments at Blue

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Principal Financial Group

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Dority AND Associates

(1)

“Tax preparation and planning, business services including consulting on entity type, payroll and employment tax filings, bookkeeping, IRS representation, and financial planning.”

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The 24 firms listed for Cheyenne, WY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Cheyenne, WY

Of the 24 firms we list here, 5 are in Cheyenne itself and 19 come from Fort Collins, CO (17, 43 mi), Wellington, CO (1, 32 mi) and Timnath, CO (1, 44 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 243 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 6 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 20 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Cheyenne offer a free first meeting?

2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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A Better Way Financial Coaching

(1)

“Alex truly understands all aspects of personal finance.”

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Tarantino Wealth Management

(45)

Confidence
Portfolio
Known

“I have known Michael Tarantino for 20 years and can say without a doubt that he is honest, extremely knowledgeable, and takes care of the client first.”

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Balanced Financial

(50)

Ideas
Knowledge
Understand

“Greg even go extra mile (out of his own pocket to work with a professional CPA), obtained the advanced CPA report to help my decision on my stock option.”

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Target Alpha Financial

(2)

“This is an excellent business for all of your taxes and financial advice.”

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Wych Tax & Accounting

(5)

“Shaw and Associates even in the middle of this crazy pandemic shut down was able to make me safe and secure while effectively processing my taxes in a timely manner!”

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Core Financial

(1)

“We recommend him to all our friends and family.”

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Safer Money Solutions

(14)

Retirement
Knowledge
Company

“Kearston Cain guided me with patience, knowledge, and a professionalism that helped me make the right decisions for my best future retirement outcomes.”

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Noble Capital Group

(18)

Individual
Team
Life

“There are over a dozen superlatives I could use to describe Joseph and how good he is as a financial adviser, but I think there is one that rises above the rest: trustworthy.”

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Leeward Divorce Financial Planning

(3)

“My situation was quite complex but Kim guided me through capturing all aspects of my financial portfolio that led me to have confidence going into the proceedings and aided my attorney with credible financial expertise.”

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Help With My Social Security

(1)

“It helps a lot”

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Intelligent Investing

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Financial Planning Fort Collins

(6)

Knowledge
Tax
Team

“Jason, Regina and their team has been pivital in helping with getting finances on track, helping plan for our future and being incredibly knowledgable about options for my family.”

FAQs

Will you prepare my taxes?

Yes. Income tax preparation is included for all Comprehensive Services clients at no additional charge. We do not outsource our income tax preparation services, so you can be confident in the process and your result.

How do you determine my fee?

In most cases, we will follow our standard fee schedule. In cases where truly unique or extraordinary complexity is involved, we will carefully consider how the specific complexities impact our service model and we will provide a custom services proposal that will transparently disclose our fee prior to beginning a working relationship.

Will you prepare my taxes?

Individual income tax preparation is included for all ongoing comprehensive services clients at no additional charge. We do not outsource our income tax preparation services, so you can be confident in the process and your results.

How do you determine my fee?

In most cases, we charge a flat fee of $3,000 for an initial financial plan. For ongoing implementation support, we will follow our standard fee schedule. In cases with truly unique or extraordinary complexity, we will carefully consider how the specific complexities impact our service model and provide a custom services proposal that will transparently disclose our fee before beginning a working relationship.

What about a fee for investment management?

Our flat fee for ongoing implementation support includes the management of up to $1,000,000 at Fidelity or Charles Schwab at no additional charge. For clients who request that we manage their investment portfolios in excess of $1,000,000, we charge an additional fee on a competitive schedule. Optionally, clients can also use Betterment. Betterment will charge a discounted annual fee of 0.15% in addition to our fee. If you use Pontera to allow us to directly manage your workplace plan account, Pontera will charge an annual fee of 0.25% of the amount you have invested on its platform in addition to our fee.

You can find more info on the FAQ page of our website.

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Mko Financial

(1)

“I will defiantly be sending my friends and family his way.”

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Old Town Wealth Advisors

(5)

Financial Advisor

“Together we developed an investment plan that I understand and is working great for my long and short term goals.”

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Kyle S. Scott, CFP

(1)

“Saved my future after a bad situation with another planner.”

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Integrity Investment Advisors

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Campbell Morrison Wealth Management

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Horsetooth Financial

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Average Cost	$3255
Minimum cost	$1085
Maximum cost	$9222
Avg Per Hour Rates	$326

Best Financial Advisors in Cheyenne, WY

Asset Financial Planners

Compass Wealth Group

Patrick Sandy CFP

Investments at Blue

Principal Financial Group

Dority AND Associates

Area overview: Cheyenne, WY

A Better Way Financial Coaching

Tarantino Wealth Management

Balanced Financial

Target Alpha Financial

Wych Tax & Accounting

Core Financial

Safer Money Solutions

Noble Capital Group

Leeward Divorce Financial Planning

Help With My Social Security

Intelligent Investing

Financial Planning Fort Collins

Mko Financial

Old Town Wealth Advisors

Kyle S. Scott, CFP

Integrity Investment Advisors

Campbell Morrison Wealth Management

Horsetooth Financial

Retirement Planning and Investment Management Services in Cheyenne, WY Cost Estimates

Why these companies made our list

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