Sykes Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sykes Financial Services is an independent, fee‑only registered investment adviser that manages roughly $31 million in discretionary client assets across about 111 accounts. It provides personalized financial planning and ongoing asset management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and small businesses.
The firm implements discretionary portfolios using a core‑and‑satellite approach—typically holding no‑load or low‑load mutual funds and ETFs as core positions while using individual stocks and bonds where there are opportunities to add value—and emphasizes global diversification. Research and portfolio decisions draw on Morningstar Office and Steele systems and a mix of fundamental, technical and cyclical analysis; client objectives are documented in investment policy statements and the firm also offers hourly or project financial planning engagements.
Noteworthy distinctions include an explicit fee‑only model that disclaims acceptance of commissions, platform compensation or soft‑dollar benefits, negotiable fees with no stated account minimum, and an explicit statement that it does not act as custodian. The firm recently changed ownership, maintains a business‑continuity arrangement with another advisory firm to cover prolonged absence of the principal, and discloses a part‑time non‑financial business activity by the principal—items prospective clients may want to review in the brochure.
Client services
Expertise
Fee options
$0 - $750,000: 1.40% $750,001+: 0.80%
$200 per hour for financial planning and limited scope engagements
Minimum fee: Minimum fee of $500 for financial planning services Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Brokered Benefits, Inc. · Sykes Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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