ZK
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Zane Kuhbacher

1 Year of Experience
Laramie, WY

Zane Kuhbacher is a registered investment advisor at Hp Wealth Management LLC, based in Laramie, WY, with 1 years of industry experience. Zane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$7.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

401 E. Fremont St., Laramie, WY, 82072

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Zane works as a staff accountant at Highpoint CPAs, preparing tax returns and performing accounting services. This takes about half of Zane's time both during and outside of securities trading hours.

Employment History
Current Registrations
Hp Wealth Management LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Equitable Advisors, LLCBroker
September 2022 - December 2022 · 3 mos
State Registrations1 state
WY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.