Hicks Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hicks Financial Partners works with individual clients—including high‑net‑worth households—and small businesses, providing discretionary portfolio management alongside project‑based and ongoing financial planning. The firm also offers tax return preparation and estate‑planning support, and provides consulting on business planning, cash flow, insurance, and retirement distribution strategies.
Hicks primarily builds passively managed portfolios using index mutual funds and ETFs, while supplementing that approach with fundamental, technical, and charting analysis to inform sector and security decisions. Investment plans are tailored through client discussions, clients may impose reasonable restrictions on holdings, and accounts are reviewed on a regular (at least quarterly) basis.
The firm is a small, state‑registered adviser with two investment professionals overseeing roughly $35 million in client assets, but it maintains multiple appointment‑only offices—a configuration that is uncommon for firms of this size. Hicks also integrates investment management with in‑house tax preparation, coordinated third‑party estate‑planning services, and access to fee‑only annuity solutions, giving clients a broader set of operational services than many peers.
Client services
Expertise
Occupation focus
Fee options
Estate Planning fee: $1,500 total (split between third party and firm)
$0 - $500,000: 0.50% $500,001 - $1,000,000: 0.40% $1,000,001 - $2,000,000: 0.30% $2,000,001+: 0.20%
$250 per hour for financial planning; $100 per hour complexity rate for tax preparation
Ongoing financial planning fee: approximately $500 per quarter, negotiable
Fee-only: One-time comprehensive financial planning fee: $2,500; Project-based engagements range: $300 - $5,000; Ongoing financial planning typical fee: $500 per quarter (negotiable); Hourly financial planning fee: $250/hour (negotiable)
Main office
225 N. Bennett Street, Suite G
Southern Pines NC 28387
Advisors at this office
2
Most active in
Louisiana · North Carolina · South Carolina · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Jordan H
Series 65
Southern Pines, NC
Hicks Financial Partners, LLC
Jordan Hicks is a financial advisor at Hicks Financial Partners, LLC in Southern Pines, NC, holding a Series 65 designation with four years of industry experience. He has worked at Hicks Financial Partners since 2022 and previously at Susto and The Artisanals. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management along with financial planning, tax preparation, and estate-planning support. The firm primarily uses passively managed portfolios complemented by fundamental and technical analysis, and offers integrated services such as in-house tax preparation and coordinated estate-planning.
Timothy H
CFP®, Series 63, Series 65
Southern Pines, NC
Hicks Financial Partners, LLC
Timothy Hicks is a CFP® professional with 10 years of experience in financial advising. He is a principal at Hicks Financial Partners, LLC, where he has worked since 2021. His prior experience includes roles at Garrett Investment Advisors, Ameriprise Financial Services, and Securities America. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management along with project-based and ongoing financial planning. The firm emphasizes passively managed portfolios using index funds and ETFs, supplemented by fundamental and technical analysis, and offers integrated tax preparation and estate-planning support.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)