Bighorn Wealth Management logo

Bighorn Wealth Management

Updated today

Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Bighorn Wealth Management provides financial planning and consulting to individuals, high‑net‑worth clients, pension plans, trusts, and charitable organizations, delivering written financial plans and targeted advice. The brochure states that the firm does not accept discretionary authority over client assets and does not maintain custody or assets under management; implementation of recommendations is left to clients and often occurs through third‑party broker‑dealer or insurance channels.

The firm’s advice emphasizes asset allocation and long‑term purchase strategies and is developed from in‑depth client interviews and document reviews that culminate in a written plan or focused consulting report. Fees for planning and consulting are negotiated and may be charged on an hourly basis (disclosed at $200–$300 per hour) or as fixed fees, rather than being billed as a percentage of assets under management.

Distinctive features disclosed in the brochure include the principal’s material outside activities: serving as a registered representative of a broker‑dealer and as a licensed insurance agent, which the firm acknowledges can create conflicts of interest and says are managed through its Code of Ethics. The firm also discloses receipt of non‑cash benefits (such as travel for educational seminars) and notes that financial‑planning engagements typically result in a one‑time written plan with no routine formal reviews unless otherwise contracted.

Client services

Financial planning Educational seminars or workshops

Expertise

General retirement planning General tax planning Wealth management General estate planning guidance

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Fee options

Fixed

Fixed fees typically ranging from $6,500 to $35,000 for Financial Planning and Consulting Services.

Commissions

Clients may implement financial plans through LPL Financial registered representative, paying commissions and fees customary to brokerage services.

Project-based

$200 to $300 per hour for Financial Planning and Consulting Services.

Other

Fee-only: Financial Planning and Consulting Services fees charged on hourly basis ($200 to $300 per hour) or fixed fee basis ($6,500 to $35,000), fees negotiable and agreed upon prior to contract.

Main office location

Bighorn Wealth Management

12412 York Street, 12412

Thornton CO 80241, United States

Number of offices

1

Most active in

Colorado

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ricky B

Series 63

Thornton, CO

Bighorn Wealth Management

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

General retirement planning General tax planning Wealth management General estate planning guidance
user avatar

Michael S

Series 63

Westminster, CO

Bighorn Wealth Management

Michael Sikora is a financial advisor with LPL Financial in Thornton, CO, holding a Series 63 designation and 37 years of industry experience. He has been affiliated with LPL Financial since 2006 and leads Bighorn Wealth Management, a registered investment advisory firm, since 2009. Sikora also provides financial planning and consulting on a fee basis and is involved in non-variable insurance products including life, long-term care, and fixed annuities. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a broad range of investment solutions, combining advisory operations with insurance and annuity product offerings through affiliated agencies.

General retirement planning General tax planning Wealth management General estate planning guidance
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