Wychick Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Certain financial planning projects on a fixed-fee basis with retainer and monthly billing
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001+: Negotiable
Commission compensation from sale of insurance products
Financial planning services at $200 per hour
Fee-only: Financial planning at $200 per hour; fixed fee projects with retainer and monthly installments
Main office
Bend OR
Advisors at this office
2
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
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.
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.
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