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
Series 65
Industry experience
1 year
Quentin Rickey is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds the Series 65 designation and has one year of industry experience. His prior work includes two separate periods at Leonard Rickey Investment Advisors and time at Ernst & Young. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, consulting, investment management, and accounting monitoring services. The firm employs a range of investment strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches, and is affiliated with a tax and accounting firm to provide integrated tax-planning support.
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
Washington
Leonard Rickey Investment Advisors, PLLC
2024 - Present (2 years)
Ernst & Young
2023 - 2024 (1 year)
UnEmployed
2023 - 2023 (1 year)
Full-Time Education (Gonzaga University)
2022 - 2023 (1 year)
Ernst & Young
2022 - 2022 (1 year)
XY Planning Network
2021 - 2021 (1 year)
Full-Time Education (Gonzaga University)
2019 - 2022 (3 years)
UnEmployed
2019 - 2019 (1 year)
Leonard Rickey Investment Advisors, PLLC
2017 - 2019 (2 years)
Full-Time Education - High School
2015 - 2019 (4 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
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