Robby Dean Harfst
Advisor at Harfst and Associates, Inc. — Sheridan, WY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
21 years
Location
Sheridan, WY 82801
Harfst and Associates, Inc.
Team
Total advisors
3Clients per advisor
166 Very HighAvg AUM per client
$1,414,446 HighHNW client ratio
26% TypicalRobby Harfst is a CFP® with over 20 years of experience in financial advising. He has been with Harfst and Associates, Inc. since 2007 and has maintained his own advisory practice since 2003. Outside of advising, he operates a purebred cattle business and holds licenses to sell various types of insurance. Harfst and Associates serves individuals, families, small businesses, and institutional clients, managing approximately $722 million across about 335 client relationships. The firm provides discretionary portfolio management, pension consulting, and modular financial planning, utilizing a blend of global macro analysis and tactical allocations.
Based on Harfst and Associates, Inc.
Based on Harfst and Associates, Inc.
Financial planning services fixed fee ranging from $450 to $5,000
$0 - $250,000: 1.25% $250,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $10,000,000: 0.70% $10,000,000 - $20,000,000: 0.50% $20,000,000+: 0.40%
Some associated persons earn commissions selling insurance products
Financial planning services hourly rate $450/hour
Account minimum: $500,000 Fee-only: Financial planning services hourly rate $450/hour; Fixed fee $450 to $5,000 for financial planning
Sheridan, WY
1949 Sugarland Drive, #220
Sheridan WY 82801
Advisors at this office
3
Oregon · Texas · Wyoming
21 years of industry experience
Harfst and Associates
2007 - Present • 19 years
Sheridan, WY
Robby Harfst
2003 - Present • 23 years
Sheridan, WY
Ashland Ymca
2002 - Present • 24 years
Ashland, OR
Various Insurance Companies
1992 - Present • 34 years
Sheridan, WY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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