A complete list of active advisors currently associated with Hickok Advisory, LLC
Warmer can help you find a great advisor at Hickok Advisory, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hickok Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Campbell, CA
| 5
| |
Campbell, CA
| 0
|
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