A complete list of active advisors currently associated with Bighorn Wealth Management

Warmer can help you find a great advisor at Bighorn Wealth Management or one who fits your needs even better.

Bighorn Wealth Management provides financial planning and consulting to individuals, high‑net‑worth clients, pension plans, trusts, and charitable organizations, delivering written financial plans and targeted advice. The brochure states that the firm does not accept discretionary authority over client assets and does not maintain custody or assets under management; implementation of recommendations is left to clients and often occurs through third‑party broker‑dealer or insurance channels. The firm’s advice emphasizes asset allocation and long‑term purchase strategies and is developed from in‑depth client interviews and document reviews that culminate in a written plan or focused consulting report. Fees for planning and consulting are negotiated and may be charged on an hourly basis (disclosed at $200–$300 per hour) or as fixed fees, rather than being billed as a percentage of assets under management. Distinctive features disclosed in the brochure include the principal’s material outside activities: serving as a registered representative of a broker‑dealer and as a licensed insurance agent, which the firm acknowledges can create conflicts of interest and says are managed through its Code of Ethics. The firm also discloses receipt of non‑cash benefits (such as travel for educational seminars) and notes that financial‑planning engagements typically result in a one‑time written plan with no routine formal reviews unless otherwise contracted.

To learn more about the advisors currently working at Bighorn Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.