Advisor at Leonard Rickey Investment Advisors, P.L.L.C.
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Firm
Leonard Rickey Investment Advisors, P.L.L.C.
Location
Yakima, WA 98902
Credentials
CFP®
Industry experience
6 years
Chelsie Smith is a CFP® professional at Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, WA, with six years of industry experience. She has worked at Leonard Rickey Investment Advisors since 2019 and previously spent five years at Trellis Advisors, LLC. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a variety of investment strategies, including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF strategies, while also offering integrated tax-planning capabilities through its affiliation with a tax/accounting firm.
Based on Leonard Rickey Investment Advisors, P.L.L.C.
Based on Leonard Rickey Investment Advisors, P.L.L.C.
Based on Leonard Rickey Investment Advisors, P.L.L.C.
Financial planning fixed fees from $250 to $2,000; Onboarding fee of $500 (may be waived); Administration fee $50 annually
$0 - $249,999: 1.00% $250,000 - $999,999: 0.85% $1,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.50% $5,000,000 - $8,999,999: 0.30% $8,999,999+: 0.50%
Financial planning hourly fees from $50 to $300
Minimum fee: Minimum annual fee of $1,200, may be waived at firm's discretion Fee-only: Financial planning fees: $250 to $2,000 fixed fee or $50 to $300 hourly; Account monitoring fees: $100 to $500 per month; Administration fee: $50 annually ($12.50 per quarter); Onboarding fee: $500 (may be waived)
3908 Creekside Loop, Suite 100
Yakima, WA 98902
Texas · Washington
Leonard Rickey Investment Advisors, PLLC
2019 - Present (7 years)
Trellis Advisors, LLC
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yakima, WA
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CFA®, Series 65
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CFP®, Series 66
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Series 65
Yakima, WA
Surience Private Wealth LLC
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