Harfst and Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$705,808,712
Clients
499
Advisors
3
of 8 employees
About
Harfst and Associates provides wealth management, financial planning, institutional asset management, and pension consulting to individuals, high-net-worth clients, family offices, trusts, endowments, foundations, and employee benefit plans. Services include discretionary portfolio management, modular financial planning, and ERISA fiduciary pension investment management and participant education.
The firm emphasizes a top-down, global macroeconomic approach combined with globally diversified allocations and tactical shifts informed by market analysis. Portfolios commonly use mutual funds and ETFs for diversification but may also include individual securities and more active strategies — including inverse/short funds, short sales, margin and option positions, and occasional short-term trading — and the firm may engage sub-advisors for portions of client assets while implementing client-specific investment policy statements and rebalancing.
What is distinctive is the scale and scope relative to team size: three advisors manage roughly $783 million across about 499 client relationships, resulting in a relatively high AUM-per-advisor and AUM-per-client profile. The firm also highlights specialty offerings such as NGO/nonprofit policy and resource-development consulting, acts as a sub-advisor or manager for wrap programs, discloses associated persons’ insurance licensing and commission arrangements, and does not vote client proxies (clients retain proxy voting responsibility).
Client services
Expertise
Occupation focus
Fee options
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
Main office
1949 Sugarland Drive, #220
Sheridan WY 82801
Advisors at this office
3
Most active in
California · Colorado · Florida · Idaho · Illinois · Louisiana · Nebraska · Nevada · New Hampshire · New York · Oregon · Texas · Utah · Washington · Wyoming
Also doing business as
Cascade Investment Counsel · Harfst And Associates · Harfst And Associates, Inc. · Harfst And Associates, 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.
Advisors at this firm
Robby H
CFP®, Series 63, Series 65
Sheridan, WY
Harfst and Associates, Inc.
Robby 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.
Michelle S
Series 65
Sheridan, WY
Harfst and Associates, Inc.
Michelle Stallsworth is a financial advisor at Harfst and Associates, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Harfst and Associates since 2019. Prior to her advisory career, she spent 15 years at Oldcastle Precast. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships with a four-advisor team, employing a discretionary portfolio management approach that combines global macro analysis with tactical allocations.
Danette H
Series 65
Sheridan, WY
Harfst and Associates, Inc.
Danette Harfst is a Series 65-registered financial advisor at Harfst and Associates, Inc. in Sheridan, Wyoming, with 14 years of industry experience. She has been with Harfst and Associates since 2010. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships, utilizing a blend of top-down global macro analysis and tactical allocations with discretionary portfolio management tailored to client objectives.
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