WYOU Financial Strategies, LLC
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About
WyoU Financial Strategies provides financial planning, coaching, and optional investment management to individuals, families, and business owners. Financial planning is presented as the foundation of client relationships and is delivered either as project-based On‑Demand engagements or as Ongoing planning arrangements; clients are not required to use the firm for implementation of recommendations.
The firm uses a planning‑led, coaching-based process and employs proprietary planning tools and software to help clients visualize and manage cash flow and financial decisions. Investment recommendations are made within the context of the financial plan and the firm provides investment management on a non‑discretionary basis, implementing trades only after obtaining client authorization.
Distinctive features disclosed in the brochure include offering public and organizational educational seminars and speaking engagements, and a related entity (VisUNAV) that develops financial navigation software and educational resources, access to which may be included in engagements at no separate software fee. The firm operates at a very small scale—reporting nine clients and $0 assets under management as of the brochure date—and discloses the principal’s ownership interest in VisUNAV and an active insurance producer license as potential conflicts addressed through disclosure.
Client services
Expertise
Fee options
Fixed fees may be charged for On-Demand Financial Planning (project-based engagements) and Initial Analysis fee for Ongoing Financial Planning (amount depends on complexity).
$0 - $250,000: 0.75% $250,001 - $500,000: 0.60% $500,001+: 0.50%
$250/hour for On-Demand Financial Planning
Ongoing Financial Planning annual fees starting at $1,200/year, billed monthly or quarterly.
Fee-only: On-Demand Financial Planning hourly rate: $250/hour; Ongoing Financial Planning annual fees start at $1,200/year plus initial analysis fee (amount varies by complexity).
Main office
254 N. Center Street, Suite 1 A
Casper WY 82601
Advisors at this office
1
Most active in
Wyoming
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.
Forms ADV
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