Susan Van Tress
Leonard Rickey Investment Advisors · Yakima, Washington
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.
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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 |
| SEC registration | Investment adviser representative in WA · CRD 4304938 |
| Exams passed | Series 66 (2005) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bestpathforward.com |
How Susan'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 Susan
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.
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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