Sick Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides advice-only financial planning and guidance to individuals who want to retain control of their own investment accounts, including aspiring early retirees, traditional retirees, and investors focused on biotech, healthcare and dividend-oriented strategies. It advises on topics such as early-retirement (FIRE) planning, geo-arbitrage, and passive-income approaches, and does not take custody of client funds.
The firm’s process emphasizes in-depth conversations and document review to produce customized recommendations, anchored by fundamental analysis of individual stocks and sector expertise in healthcare and biotech. It does not trade on clients’ behalf, reviews accounts only at a client’s request, and leaves implementation and proxy voting to the client.
Notably, the principal is a published author with five books and hundreds of articles and maintains two public websites and occasional seminars or workshops for the public, a mix of periodical/educational offerings that is uncommon among peers. The firm charges hourly fees for advisory services rather than a percentage-of-assets model and expressly avoids taking custody of or managing client assets, which distinguishes it from many firms in this regulatory category.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Hourly advice
Expertise
Early retirement planning
Passive / index investing
Retirement income strategy
Occupation focus
Retired
Biotech Professional
Demographic focus
FIRE (Financial Independence Retire Early)
Fee options
$300 per hour of advisory services rendered
Quarterly or monthly plans that may reduce the hourly fee cost
Fee-only: Typically $300 per hour of advisory services rendered; also offers quarterly or monthly plans that may lower the effective hourly fee
Main office location
Sick Advisory Services
290 W Palmetto Park Rd, Suite 505
Boca Raton FL 33432, United States
Number of offices
1
Most active in
Sick Advisory Services has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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