Timothy Hicks is a CFP-designated registered investment advisor at Hicks Financial Partners, LLC, based in Southern Pines, NC, with 10 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 4 more. Their firm serves 114 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Contact
Timothy Hicks
Location
225 N. Bennett Street, Suite G, Southern Pines, NC, 28387
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Regulatory History
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
Hicks Financial Partners, LLC
Previous Registrations
Garrett Investment Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Horace Mann Investors, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams