# Benjamin Rickey

> Benjamin Rickey is a fee-only financial advisor at Leonard Rickey Investment Advisors in Yakima, Washington, who holds the CFP credential. Benjamin charges a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $250 and $50 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/benjamin-rickey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Leonard Rickey Investment Advisors
- **Based in:** Yakima, Washington
- **Fee model:** Flat fee or retainer; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $250; $50 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $958.1M across 3,277 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 2889615 (https://adviserinfo.sec.gov/individual/summary/2889615)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 19 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.bestpathforward.com/

## Frequently asked questions

### Is Benjamin Rickey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Leonard Rickey Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin charges a flat fee or retainer, hourly fees and a one-time planning fee.

### How much does Benjamin charge?

According to Leonard Rickey Investment Advisors's website, checked October 30, 2026: one-time plans from $250; $50 an hour.

### Where is Benjamin Rickey based?

Benjamin Rickey is based in Yakima, Washington.

### What does Benjamin specialize in?

Benjamin's specialties include retirement planning.

### What credentials does Benjamin Rickey hold?

Benjamin Rickey holds the CFP credential.

### Is Benjamin Rickey registered with the SEC?

Yes. Benjamin Rickey is registered as an investment adviser representative in TX and WA (CRD 2889615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Leonard Rickey Investment Advisors manage?

Leonard Rickey Investment Advisors reports $958.1M across 3,277 accounts in assets under management.

### How do I contact Benjamin Rickey?

Through Benjamin's website, www.bestpathforward.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2889615): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bestpathforward.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.