RIK SAYLOR FINANCIAL, INC.
SEC RegisteredSmart Strategies to Make, Keep, and Use Your Wealth... at a Fair Price
About the firm
For over 40 years, Rik Saylor Financial has helped successful individuals, business owners, and families turn dreams into reality with effective strategies, relentless execution, and a focus on their success. The firm has guided thousands to living their best lives through straight talk and clear decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Smart planning, tax optimization, asset protection, and estate planning (legacy impact), collectively described as 'Core 4 Solutions'
Who they serve
Successful individuals, business owners, and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 280 | $72M |
| High Net Worth Individuals | 96 | $122M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
140 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Silver | 1.75% |
| Silver | 1.75% |
| Silver | 1.65% |
| Gold | 1.50% |
| Platinum | 1.35% |
| Platinum | 1.25% |
| Diamond | 1.00% |
| Diamond | 0.90% |
| Diamond | 0.80% |
| Diamond | 0.70% |
| Diamond | 0.60% |
| Diamond | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RIK SAYLOR FINANCIAL, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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