Wychick Investment Advisors, Inc. logo

Wychick Investment Advisors, Inc.

Updated today
Find your advisor

Client assets under management

$32,600,000

Clients

104

23% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

52

Typical

Average account size

$313,462

About

Wychick Investment Advisors, Inc. is a small, state-registered advisory firm serving individuals (including both typical and high-net-worth clients), trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $32.8 million in discretionary client assets for about 104 clients and offers portfolio management, financial planning, and broader wealth management services such as retirement, education, estate planning, capital needs analysis, and risk management.

The firm’s investment approach emphasizes long-term strategic allocations combined with mid-term tactical adjustments, with research that includes both fundamental and technical analysis. Portfolios may include global equities and fixed income, mutual funds, variable insurance products, options, and interests in partnerships (including real estate and oil and gas), and client accounts are reviewed at least quarterly with discretionary trading authority typical for managed accounts.

A notable feature is that a principal of the firm is a licensed insurance agent and the firm’s representatives periodically sell insurance products (including variable life and annuities) for commission while the firm otherwise operates on a fee-based advisory model, creating dual sources of compensation. The firm also follows an educational, Department of Labor–aligned approach to rollover discussions and generally recommends Fidelity Institutional as a custodian, which can affect execution and custodial services.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.)

Fee options

Fixed

Certain financial planning projects on a fixed-fee basis with retainer and monthly billing

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001+: Negotiable

Commissions

Commission compensation from sale of insurance products

Project-based

Financial planning services at $200 per hour

Other

Fee-only: Financial planning at $200 per hour; fixed fee projects with retainer and monthly installments

Main office location

Wychick Investment Advisors, Inc.

Bend OR, United States

Number of offices

1

Most active in

More info

Oregon

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 503-803-8560

Advisors at this firm

Scroll left Scroll right
user avatar

Stephen S

Series 63, Series 65

Bend, OR

Wychick Investment Advisors, Inc.

Stephen Swenson is a financial advisor at Wychick Investment Advisors, Inc. in Bend, Oregon, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Wychick Investment Advisors since 2006 and also serves as a member of Stein Swenson Investment Advisors, LLC, working as a 1099 contractor during market hours. Wychick Investment Advisors provides investment advisory and wealth-management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $29.1 million across about 95 client relationships, offering discretionary investment management, financial planning, and wealth services including estate and education planning, capital-needs analysis, and risk-management planning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

William P

Series 63, Series 65

Bend, OR

Wychick Investment Advisors, Inc.

William Parker is a financial advisor at Wychick Investment Advisors, Inc. in Bend, Oregon, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wychick Investment Advisors since 2005. Outside of finance, Parker serves as president of Cascadia Sportsmanagement, Inc., a sports marketing and tourism company. Wychick Investment Advisors provides investment advisory and wealth-management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a global investment approach with long-term strategic allocations and mid-term tactical overlays, offering discretionary management alongside financial and risk-management planning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")