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
CFP®, Series 63, Series 65
Industry experience
20 years
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.
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
2007 - Present (19 years)
Robby Harfst
2003 - Present (23 years)
Ashland Ymca
2002 - Present (24 years)
Various Insurance Companies
1992 - Present (34 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.
CFA®
Sheridan, WY
Nemo Capital
Series 65
Sheridan, WY
Cypress Capital Management, LLC
Series 63, Series 65
Sheridan, WY
SAGE 360 Advisors LLC
Series 66
Sheridan, WY
Cypress Capital Management, LLC
Series 65
Sheridan, WY
Elevate Wealth Management
Series 65
Sheridan, WY
Harfst and Associates, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")