Firm
Leonard Rickey Investment Advisors
Yakima, Washington
Fee-only
Leonard Rickey Investment Advisors at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 9 advisors are listed here; 3 of 9 hold the CFP.
- Its Form ADV reports 19 employees and 1,078 individual clients, 268 of them high net worth.
- Its average account is about $292,000 (assets it manages divided by its 3,277 accounts).
- Its hourly rate of $50 is below the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Yakima, Washington |
|---|---|
| Website | bestpathforward.com |
| Phone | (509) 972-3686 |
Leonard Rickey Investment Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $250 |
|---|---|
| Hourly | $50 an hour |
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"generally range from $250 to $2,000 on a fixed fee basis" source
"or from $50 to $300 on an hourly rate basis" source
"generally range from $250 to $2,000 on a fixed fee basis" source
"or from $50 to $300 on an hourly rate basis" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $958 million |
| Individual clients | 810 |
| High-net-worth clients | 268 |
| Accounts managed | 3,277 |
| Employees | 19 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-77834) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 116891 |