Robby Harfst is a CFP-designated registered investment advisor at Harfst and Associates, INC., based in Sheridan, WY, with 20 years of industry experience. Robby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 518 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
1949 Sugarland Drive, #220, Sheridan, WY, 82801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robby is an independent insurance agent selling life, health/disability, and long-term care insurance with multiple companies. He also owns Harfst Ranch, a purebred cattle business.
Employment History
Current Registrations
Harfst and Associates, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.