A complete list of active advisors currently associated with Hicks Financial Partners, LLC
Warmer can help you find a great advisor at Hicks Financial Partners, LLC or one who fits your needs even better.
Hicks Financial Partners, LLC provides investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm offers portfolio management alongside project-based and ongoing comprehensive planning, and it also provides tax return preparation and coordinates estate-planning work with third-party providers. The firm primarily builds low-cost, passively managed portfolios using index mutual funds and ETFs, while also incorporating fundamental, technical, and charting analysis to inform sector and security decisions. Investment accounts are managed on a discretionary basis with regular quarterly reviews, and clients may impose reasonable investment restrictions that the firm will accommodate in writing. Hicks is distinctive for operating six offices by appointment while remaining a two-advisor practice overseeing roughly $35 million in discretionary assets for about 114 clients. The firm also stands out among peers for offering in-house tax preparation, coordinating fee arrangements with a third-party estate-document service, and assisting clients with fee-only annuity application processes.
To learn more about the advisors currently working at Hicks Financial Partners, 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 |
|---|---|---|
Southern Pines, NC
| 4
| |
Southern Pines, NC
| 10
|
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