Top Financial Advisors in Sheridan, WY

34 fee-only7 CFP certifiedMedian fee: 1.20% on $500K

Top Advisors in Sheridan

Median Advisor Fee

Sheridan1.20%
National1.15%
4% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only68%
Includes Commission32.0%

Top Credentials

CFP7 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Sheridan?

The median advisory fee in Sheridan, WY is 1.20% of assets under management. This is 4% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Sheridan?

There are 34 fee-only financial advisors in Sheridan, WY, representing 68% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Sheridan financial advisor?

The most common professional designation among Sheridan advisors is the CFP (Certified Financial Planner), held by 7 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.