Fike Advisors, LLC

Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm operates on a fee-based basis, offers hourly planning and fixed-fee investment analyses, and does not impose an account minimum.

Investment management is delivered primarily through a platform made available by American Funds Service Company (AFS), with client portfolios constructed solely of American Funds mutual funds and documented by an Investment Policy Statement or risk tolerance. The firm uses fundamental and technical analysis in its recommendations and also refers clients to third-party money managers (including a disclosed relationship with Efficient Advisors LLC), receiving disclosed portions of third-party fees with client consent and required disclosures.

Notably, Fike Advisors maintains a high client-to-advisor ratio — more than 700 clients across three advisors — which corresponds with reliance on platform-based mutual fund portfolios and third-party manager referrals to scale services. The brochure also discloses that the managing member and another advisor maintain outside insurance agency activities and an affiliated insurance entity; the firm identifies this as a potential conflict of interest and states it mitigates the conflict through disclosure and fiduciary procedures.