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Hickok Advisory, LLC

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About

Hickok Advisory provides discretionary and non‑discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations and business entities. The firm offers ongoing portfolio management for individual investors as well as full financial plans, consultation services, and ongoing planning engagements.

The firm’s investment process combines fundamental and cyclical analysis to build customized asset allocations and may employ long‑term, short‑term and trading strategies tailored to client objectives and risk tolerance; accounts are reviewed at least quarterly and financial plan deliverables are typically completed within 90 days given timely client information. Hickok Advisory can manage accounts on a discretionary basis or provide recommendations that require client approval, and it documents client goals and permitted restrictions in client files or policy statements.

Distinctive features include the principal’s material outside business activities: the firm is affiliated with a tax preparation business and a law practice and the principal also holds an active real estate license, and the brochure discloses that approximately 75% of the principal’s time is devoted to those activities and that those services may be offered to clients with conflicts disclosed. The brochure also shows a stated $1,000,000 account minimum while reporting $0 in discretionary and $130,000 in non‑discretionary assets under management as of July 22, 2026, a combination that departs from what many peers report and may be relevant to prospective clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting

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Fee options

Fixed

Full Financial Plans flat fees between $500 and $20,000; Ongoing Financial Planning flat annual fees from $1,200 to $24,000

Percentage

$0 - $2,000,000: 1.25% $2,000,000.01+: 1.00%

Project-based

$250-$600 per hour for consultation services

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual asset management fee of $12,500

Main office

2110 S Bascom Ave, Suite 103

Campbell CA 95008

Advisors at this office

2

Most active in

California

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Eric H

Series 65, Series 66

Campbell, CA

Hickok Advisory, LLC

Eric Hickok is a financial advisor at Hickok Advisory, LLC in Campbell, CA, with five years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms, including Wells Fargo and Shooter Financial, Inc. Outside of his advisory role, he is involved in tax law and tax preparation and holds a real estate license. Hickok Advisory provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to create customized asset allocations and offers ongoing portfolio management and planning engagements tailored to client objectives.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Robert T

Series 63, Series 65

Campbell, CA

Hickok Advisory, LLC

Robert Trieu is an advisor at Hickok Advisory, LLC with Series 63 and Series 65 credentials. He has been with Hickok Advisory since 2026 and has prior experience at Chase, Wells Fargo, Bank of America, and Codex Lending, alongside independent consulting and licensed agent roles dating back over a decade. Outside of his advisory work, he is involved with a tax preparation business and holds an active real estate license. Hickok Advisory provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach uses fundamental and cyclical analysis to create customized asset allocations and employs a range of strategies aligned with client objectives and risk tolerance.

General retirement planning General tax planning Cash flow / budgeting
View complete list of advisors at this firm
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