Sick Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
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
290 W Palmetto Park Rd, Suite 505
Boca Raton FL 33432
Advisors at this office
1
Most active in
Florida
Also doing business as
Sick Advisory Services · Sick Advisory Services, LLC
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:
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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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