DH
DH
Donna Hicko is a registered investment advisor at Wells Fargo Advisors, based in Pacific Palisades, CA, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
Pacific Palisades, CA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
August 2020 - Present · 5 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2020 - Present · 5 yrs 11 mos
Wells Fargo Advisors
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Argosy Wealth Management
August 2018 - March 2021 · 2 yrs 7 mos
Mutual Securities, INC.Broker
June 2018 - August 2020 · 2 yrs 2 mos
Cetera Advisor Networks LLCBroker
September 2017 - July 2018 · 10 mos
Cetera Advisor Networks LLC
September 2017 - July 2018 · 10 mos
Sorrento Pacific Financial, LLC
May 2015 - November 2016 · 1 yr 6 mos
Sorrento Pacific Financial, LLCBroker
May 2015 - November 2016 · 1 yr 6 mos
Cuso Financial Services, L.P.Broker
April 2015 - November 2016 · 1 yr 7 mos
Cuso Financial Services, L.P.
April 2015 - November 2016 · 1 yr 7 mos
LPL Financial LLC
February 2011 - November 2014 · 3 yrs 9 mos
LPL Financial LLCBroker
February 2011 - November 2014 · 3 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Raymond J. Lucia Companies, INC.
March 2006 - May 2007 · 1 yr 2 mos
Rjl Advisors
March 2005 - March 2006 · 1 yr
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September 2004 - May 2007 · 2 yrs 8 mos
Charles Schwab & CO., INC.
February 2004 - July 2004 · 5 mos
Charles Schwab & CO., INC.Broker
February 2004 - July 2004 · 5 mos
TD Waterhouse Investor Services, INC.
July 2003 - February 2004 · 7 mos
TD Waterhouse Investor Services, INC.Broker
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December 1994 - September 1996 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
March 1994 - September 1994 · 6 mos
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July 1993 - March 1994 · 8 mos
Lehman Brothers INC.Broker
April 1993 - July 1993 · 3 mos
Goldman Capital Management, INC.Broker
October 1992 - April 1993 · 6 mos
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March 1990 - March 1992 · 2 yrs
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December 1988 - May 1989 · 5 mos
Sma Equities, INC.Broker
September 1988 - December 1988 · 3 mos
Painewebber IncorporatedBroker
January 1988 - May 1988 · 4 mos
Prudential-Bache Securities INC.Broker
December 1987 - January 1988 · 1 mo
State Registrations6 states
ARCAMAOKUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.