A complete list of active advisors currently associated with Hicok Financial Solutions, LLC

Warmer can help you find a great advisor at Hicok Financial Solutions, LLC or one who fits your needs even better.

Hicok Financial Solutions is a small, independent registered investment adviser that serves individuals, high‑net‑worth clients, trusts, foundations, charitable organizations, corporations and pension/profit‑sharing plans. The firm provides ongoing portfolio management, written financial planning engagements, and retirement‑plan advisory services, and — like many independent advisers — offers AUM‑based portfolio management alongside standalone planning work. The firm generally implements tailored, discretionary strategies based on a client risk‑profile questionnaire and periodic portfolio rebalancing, and it uses a broad mix of instruments including ETFs and mutual funds, private placements, real‑estate funds, derivatives and insurance products. It also supports management of held‑away retirement accounts through a third‑party aggregation platform and reviews plan‑level investments as part of its consulting engagements. What is less common for a firm of this size is that an adviser with the firm holds an active insurance producer license and may offer commissionable insurance and fixed‑index products (a disclosed potential conflict), and that the firm provides pension consulting and may accept ERISA fiduciary roles for plan sponsors. The practice is concentrated — managing roughly $52 million across about 50 clients and typically working with accounts at the million‑dollar relationship level — which shapes a mix of individualized planning services and retirement‑plan consulting.

To learn more about the advisors currently working at Hicok Financial Solutions, 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.