Copperline Wealth Management & Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$123,955,740
Clients
430
Advisors
2
of 3 employees
About
Copperline Wealth Management & Planning provides discretionary portfolio management, financial planning, and consulting services to individual and high‑net‑worth clients. The firm also offers investment fiduciary and retirement plan consulting, delivering standalone financial plans and hourly advisory engagements in addition to ongoing asset management.
CWM constructs tailored portfolios that may include individual equities and bonds, ETFs, mutual funds, options, and private investments, and follows a risk‑based allocation framework with periodic rebalancing and reviews triggered by market events or material client changes. The firm uses model outputs as an input to decision‑making but emphasizes adviser judgment in trade and allocation decisions, and clients may impose reasonable investment restrictions.
Distinctively, CWM operates with a relatively high client load per advisor — well over 200 clients per advisor — an uncommon ratio for its peer group that suggests a lean operational model and greater reliance on standardized processes and third‑party platforms. The firm also participates in and sponsors LPL Financial wrap fee programs (with most IARs registered with LPL), retaining discretionary authority to select investments within those programs while LPL acts as program sponsor, and it documents a broad set of ERISA‑focused retirement plan fiduciary and administrative consulting services.
Client services
Expertise
Occupation focus
Fee options
Flat fees vary from $250 to $30,000 depending on complexity
$0 - $250,000: 1.25% $250,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.10% $2,500,000 - $5,000,000: 1.00% $5,000,000+: Negotiable
IARs may receive commissions for brokerage and insurance products sold outside of advisory accounts
Hourly fees typically range from $50 to $300 depending on service
Fee-only: Hourly fees typically range from $50 to $300 per hour; Flat fees range from $250 to $30,000 depending on complexity
Main office
1517 Rumsey Avenue
Cody WY 82414
Advisors at this office
2
Most active in
California · Colorado · Florida · Kansas · Minnesota · Nevada · North Carolina · Texas · Wyoming
Also doing business as
Copperline Wealth Management & Planning · Copperline Wealth Management & Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lucas M
CFP®, Series 66
Cody, WY
Copperline Wealth Management & Planning
Lucas Mcneely is a CFP® with 10 years of industry experience. He is currently an advisor at Copperline Wealth Management & Planning and has previously worked at firms including LPL Financial Corporation and Wells Fargo. Mcneely provides investment advisory services through Copperline Wealth Management & Planning, an independent firm he joined in 2025. Copperline Wealth Management & Planning offers discretionary portfolio management, financial planning, and fiduciary consulting to individual clients and employer-sponsored retirement plans. The firm manages approximately $117 million in assets and serves several hundred client relationships, with portfolios tailored to client goals and typically managed on a discretionary basis.
Sara S
CFP®, Series 63, Series 66
Cody, WY
Copperline Wealth Management & Planning
Sara Schauermann is a Certified Financial Planner® with 13 years of industry experience. She is currently an advisor at Copperline Wealth Management & Planning, where she has worked since 2025. Prior to this, she held roles at Financial Advocates Investment Management, LPL Financial Corporation, Level Four Advisory Services, and Wells Fargo Advisors. Copperline Wealth Management & Planning provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm employs a risk-based allocation approach with tailored portfolios that include equities, bonds, ETFs, mutual funds, options, and private investments, and operates with a high client load per advisor using standardized processes and third-party platforms.
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