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®, Series 66
Industry experience
25 years
Joy Stenehjem is a CFP® professional with 25 years of experience in the financial services industry. She has worked at Leonard Rickey Investment Advisors, P.L.L.C. since 2000 and previously spent 16 years at LPL Financial. Outside of her advisory role, she owns Pathway Tax Group, providing tax preparation and advisory services. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering comprehensive financial planning and investment management. The firm employs a range of strategies including asset allocation, separate value and growth portfolios, and momentum-based ETF strategies, and integrates tax planning through an affiliated tax and 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, Ste 100
Yakima, WA 98902
Texas · Washington
Leonard Rickey Investment Advisors
2000 - Present (26 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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