Advisor at Harfst and Associates, Inc.
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.
Firm
Harfst and Associates, Inc.
Location
Sheridan, WY 82801
Credentials
Series 65
Industry experience
14 years
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.
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
1949 Sugarland Drive, #220
Sheridan, WY 82801
Oregon · Texas · Wyoming
Harfst and Associates, Inc.
2012 - Present (14 years)
Harfst and Associates, Inc.
2010 - Present (16 years)
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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Harfst and Associates, Inc.
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