# Dale Hershman

> Dale Hershman is a fee-only financial advisor at Sick Advisory Services in Boca Raton, Florida. Dale charges a subscription, a one-time planning fee and hourly fees (subscription $2,918 a year and one-time plans $918) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/dale-hershman/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Sick Advisory Services
- **Based in:** Boca Raton, Florida
- **Fee model:** Subscription; One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** subscription $2,918 a year; one-time plans $918; $300 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Specialties:** Tax planning, Retirement planning
- **Works with:** High earners, Divorced individuals
- **CRD:** 7872200 (https://adviserinfo.sec.gov/individual/summary/7872200)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.sickadvisoryservices.com

## About

Dale Hershman of Sick Advisory Services focuses on biotech, healthcare and dividend stocks, along with passive income. Writing as "The Sick Economist," he has published five books on investing and runs two financial blogs that offer free educational discussion of biotech and dividend stocks.

Dale has invested for more than 25 years and has also worked as an award-winning medical salesperson, an entrepreneur and a financial author. He brings added experience for people interested in the FIRE movement, expats, entrepreneurs and anyone who has taken the road less traveled.

Clients can consult with Dale on an hourly, monthly or quarterly basis. He encourages prospective clients to read his free research first to decide whether he is the right fit.

## Frequently asked questions

### Is Dale Hershman a fee-only financial advisor?

Yes. Dale Hershman is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Dale's firm.

### How does Dale charge for financial advice?

Dale charges a subscription, a one-time planning fee and hourly fees.

### Does Dale work with clients virtually?

Yes. Dale's Advice-Only Network profile says they meet with clients virtually and in person.

### Where is Dale Hershman based?

Dale Hershman is based in Boca Raton, Florida.

### What does Dale specialize in?

Dale's specialties include tax planning and retirement planning. Dale works with high earners and divorced individuals.

### Is Dale Hershman registered with the SEC?

Yes. Dale Hershman is registered as an investment adviser representative in FL (CRD 7872200), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Dale Hershman?

Through Dale's website, www.sickadvisoryservices.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/Sickeconomist): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.