Top financial advisors in Laramie, WY
We’ve curated a list of the best financial advisors in Laramie, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$24,800,000
Number of advisors
3 advisors
| $24,800,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Laramie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laramie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Wealth Design Consulting, LLC
Wealth Design Consulting, LLC is a fee-only registered investment advisor specializing in investment management services. The firm, established in 2000, aims to assist clients in achieving financial stability and independence. With assets under management totaling $31.9 million, the firm offers portfolio management services primarily using Exchange-Traded Funds (ETFs) and mutual fund products. They require a minimum initial investment of $100,000, with a tiered fee structure not to exceed 1.10% for the first $500,000 of assets. Wealth Design Consulting, LLC is a fiduciary and offers general consulting services, including financial statements, asset allocation analysis, tax planning, and estate planning. The firm's investment strategies include asset allocation, Modern Portfolio Theory, tactical allocation modeling, and dollar-cost averaging to manage risk and maximize returns. The firm's Chief Compliance Officer, Jennifer L. Cook, oversees regulatory compliance. The firm's owner, Dennis C. Cook, also serves as Of Counsel at Cook and Associates, P.C., a law firm specializing in personal planning law. Clients have the option to engage both firms for legal and investment services, with full disclosure of any potential conflicts of interest. The firm does not receive referral compensation and maintains custody of client assets with Charles Schwab & Company, Inc. Clients have the option to vote on securities and can terminate portfolio management services with a 10-day notice. Wealth Design Consulting, LLC does not engage in performance-based fees or side-by-side management. The firm's investment philosophy emphasizes long-term wealth building while maintaining risk tolerance levels acceptable to clients.
$24,800,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesGeneral Consulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Laramie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laramie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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