# Susan Van Tress

> Susan Van Tress is a fee-only financial advisor at Leonard Rickey Investment Advisors in Yakima, Washington. Susan 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/susan-van-tress/
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
- **Specialties:** Retirement planning
- **CRD:** 4304938 (https://adviserinfo.sec.gov/individual/summary/4304938)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.bestpathforward.com/

## Frequently asked questions

### Is Susan Van Tress a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Susan 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 Susan charge for financial advice?

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

### How much does Susan charge?

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

### Where is Susan Van Tress based?

Susan Van Tress is based in Yakima, Washington.

### What does Susan specialize in?

Susan's specialties include retirement planning.

### Is Susan Van Tress registered with the SEC?

Yes. Susan Van Tress is registered as an investment adviser representative in WA (CRD 4304938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 Susan Van Tress?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4304938): 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.