Choose Your Own Path Financial Planning

Get Advice & Guidance How Can We Help You Reach Your Goals?

Here's a hard truth that most financial institutions won't tell you: Most people are paying for financial services they don't need. If you're just saving for a big purchase or setting up a retirement account, why pay for comprehensive wealth management? We offer flexible, pay-by-the-hour financial planning services that give you the benefit of our financial planners' expertise with the flexibility to manage your own assets going forward. 



For when you're looking to put all your financial puzzle pieces together. 



To spend your golden years doing whatever makes you happy.

Home & Large

Purchase Planning

For that new car, boat, house, or project you've been planning. 



To give your kids the best chance at a bright, prosperous future. 

Our Process Getting Started with Financial Planning


We want to know you— your goals, concerns, dreams and values. During your initial meeting, we’ll spend time finding out who you are and what you want your money to do for you. We'll answer any questions you have and let you decide if we're the right firm for you.

Collaborative Review

We'll get to work creating a plan, and when it's finished, we'll schedule a follow up appointment where we will present the recommendations. We really value your input and will be happy to implement any changes you would like to see. 

Implementation Meeting

Once you are completely comfortable with the plan as presented, we’ll have you fill out paperwork to open any necessary accounts and assist in any transfers from other financial institutions. Over time, we'll stay as involved as you'd like us to be.

What Sets Us Apart The Leonard Rickey Difference

Financial planning services are offered by banks, credit card companies, stock brokers, and even insurance agents, but the most important part of any plan is the shared goals you create with your financial planner. We make sure that the shared goals result in recommendations that are in your best interest, not ours. We want you to walk away with a plan for success, not just a product.

How Much Does it Cost? Financial Planning Fees

LRIA typically charges a fixed fee and/or hourly fee for financial planning services. These fees are negotiable, but generally range from $250 to $2,000 on a fixed fee basis or from $50 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services. If the client engages LRIA for additional investment advisory services, LRIA may offset all or a portion of its fees for those services based upon the amount paid for the financial planning and/or consulting services.

Administrative $50 / Hour
Para Planner $250 / Hour
Junior Advisor $250 / Hour
Senior Advisor $300 / Hour

All accounts require a $500 down payment.

These services may be included in our ongoing wealth management services. Click here for pricing.

Leonard Rickey Team