RIA Intel›Advisers›Wyoming›FINLAYSON FINANCIAL PLANNING, INC.

FINLAYSON FINANCIAL PLANNING, INC.

Advisory

WY

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account
$150K
across 73 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
65
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX, WY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

FREMONT FINANCIAL ADVISORS INC.
RIVERTON, WY
$10M
GLOBAL IMPACT WEALTH MANAGEMENT LLC
$12M
BLUE RIDGE INVESTMENTS LLC
$9M
REICHEL MANAGEMENT COMPANY LLC
$9M
TETON WEALTH MANAGEMENT, INC.
$7M
ASSET WEALTH ADVISORS, LLC
$15M

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