Wychick Investment Advisors, Inc. fees and pricing
Financial planner in Bend, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Wychick Investment Advisors, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Fees for our planning services are based on an hourly rate of $200.00 per hour, due at time the service is completed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wychick Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding the above, fees are generally negotiable.”
- “The remaining balance will be billed 2A - 2 WYCHICK INVESTMENT ADVISORS, INC.”
- “All invoices are due within 10 days of invoice.”
How Wychick Investment Advisors, Inc.’s fees compare
- Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
- 2 of the 16 other planners in Bend that publish an hourly rate charge less.
About Wychick Investment Advisors, Inc.
“During our initial meeting with a financial planning Client, we discuss their current financial situation and goals for the future and create an investment strategy and asset allocation model designed to avoid potential shortfalls and help you reach your goals.”
- Firm size: 2 employees.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Early retirement / FIRE
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
- 2% a year
- Clients
- 104
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $32,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137957
- Phone
- (503) 803-8560
Other planners in Bend that publish fees
- 2260 WestBend$450/hr, $3,000
- Alongside Financial PartnersBend$15,000/yr
- Alpine Road FinancialBend$500/hr
- Aspire Wealth Advisors, LLCBend$250/hr
- Axia Wealth Management IncBend$350/hr, $5,000
- Axiom Wealth Strategies, LLCBend$150/hr, $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.