Advisor at HP Wealth Management LLC
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Firm
HP Wealth Management LLC
Location
Laramie, WY 82072
Credentials
Series 65
Industry experience
1 year
Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.
Based on HP Wealth Management LLC
1.00% annually (maximum; fees are negotiable and may vary by client)
Financial planning fees range from $250 to $400 per hour
Fee-only: Hourly financial planning fees range from $250 to $400 per hour; negotiable based on client and complexity
401 E. Fremont St.
Laramie, WY 82072
Colorado · Texas · Wyoming
HP Wealth Management
2024 - Present (2 years)
HighPoint CPAs
2022 - Present (4 years)
CPA Group of Laramie, LLC
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Series 65
Laramie, WY
Wealth Design Consulting, LLC
Series 65
Laramie, WY
Wealth Design Consulting, LLC
Series 63, Series 65
Laramie, WY
HP Wealth Management LLC
Series 63, Series 65
Laramie, WY
Wealth Design Consulting, LLC
CFA®
Laramie, WY
HP Wealth Management LLC
Series 65
Laramie, WY
Markle Financial LLC
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