Benjamin Rickey
Leonard Rickey Investment Advisors · Yakima, Washington
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.
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Specialties
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 |
| Assets under management | $958.1M across 3,277 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 2889615 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bestpathforward.com |
| Profile |
How Benjamin's firm compares
- A one-time plan starts at $250, below the Washington median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $50, below the Washington median of $300 for fee-only firms that publish prices.
- Leonard Rickey Investment Advisors's average account is about $292,000, from its Form ADV (assets managed divided by 3,277 accounts).
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Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Leonard Rickey Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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