Fike Advisors, LLC logo

Fike Advisors, LLC

Updated today

Client assets under management

$104,696,363

Clients

735

2% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

245

Very High

Average account size

$142,444

About

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.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance

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Fee options

Fixed

Investment Analysis: fixed fee ranging $250 to $500 depending on complexity

Percentage

$0 - $999,999: 0.75% annually $1,000,000+: 0.50% annually

Project-based

Financial Planning Services: $200 per hour

Other

Fee-only: Financial Planning Services: $200 per hour; Investment Analysis: negotiable fixed fee $250 to $500

Main office location

Fike Advisors, LLC

671 Winkler Drive

Wooster OH 44691, United States

Number of offices

1

Most active in

Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradley F

Series 66

Wooster, OH

Fike Advisors, LLC

Bradley Fike is a financial advisor with Fike Advisors, LLC in Wooster, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been involved with Fike Advisors since 2010 and also works with Essential Financial Planning, Inc. since 2014. Outside of his advisory roles, he owns and operates Bradley Fike Insurance Agency and serves as a director on the board of Mission Possible A to Z, a nonprofit organization. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, also referring clients to third-party money managers when appropriate.

General retirement planning General tax planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Andrew S

Series 65

Wooster, OH

Fike Advisors, LLC

Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio. He holds a Series 65 designation and has been with Fike Advisors since 2025. Prior to his advisory role, he worked in logistics and moving services for several years. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and incorporates fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.

General retirement planning General tax planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Taylor F

Series 65

Wooster, OH

Fike Advisors, LLC

Taylor Fike is a Series 65 licensed advisor with 11 years of industry experience. He is a principal at Fike Advisors, LLC and also operates Taylor Fike Insurance, providing life insurance and annuities. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management, primarily using American Funds mutual funds and a combination of fundamental and technical analysis.

General retirement planning General tax planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance
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