Leonard Rickey Investment Advisors, P.L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“These fees are negotiable, but generally range from $250 to $2,000 on a fixed fee basis or from $50 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.”

Flat or project fee

$250⁠-⁠$2,000

From the same sentence as above.

Monthly fee

$100⁠-⁠$500/mo

“Clients will be charged an annual fixed fee ranging from $100 to $500 per month, based in part on the amount of assets, number of accounts, and the complexity of the assets being monitored.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Leonard Rickey Investment Advisors, P.L.L.C. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Generally, LRIA requires one-half of the financial planning (estimated hourly or fixed) payable upon entering the written agreement The balance of any financial planning fees due are then generally invoiced on a monthly basis.”
• “This fee will be invoiced on a monthly or quarterly basis.”
• “With regard to financial planning and consulting services, clients have the option of using their credit card to pay for these services via AdvicePay, a third-party billing service.”

How Leonard Rickey Investment Advisors, P.L.L.C.’s fees compare

• Its hourly rate of $50-$300 is below the Washington median of $300. 10% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,000 is below the Washington median of $3,250. 16% of the 103 other Washington planners that publish a flat or project fee charge less.

About Leonard Rickey Investment Advisors, P.L.L.C.

• Firm size: 19 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1,078

Employees

19

Works with

Individuals, high net worth individuals, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$958,141,033

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

116891

Website

linkedin.com/company/leonard-rickey-investment-advisors-pllc/about (opens in new tab)

Phone

(509) 972-3686

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Idaho, Montana, North Carolina, Nevada, Oregon, South Carolina, Texas, Utah, Virginia, Washington

Other planners in Yakima that publish fees

• Capital Advisors Wealth ManagementYakima$250/hr, $5,000
• Surience Private Wealth LLCYakima$20,000/yr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 4 planners in Yakima