James Hickman
Oakleaf Asset Advisors · Paso Robles, California
James Hickman is a fee-only financial advisor at Oakleaf Asset Advisors in Paso Robles, California. Oakleaf Asset Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Oakleaf Asset Advisors |
|---|---|
| Based in | Paso Robles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $22.1M across 57 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2336338 |
| Exams passed | Series 63 (1993) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oakleafasset.com |
| Profile |
How James's firm compares
- Oakleaf Asset Advisors's average account is about $387,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about James
Is James Hickman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Oakleaf Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Oakleaf Asset Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Hickman based?
James Hickman is based in Paso Robles, California.
Is James Hickman registered with the SEC?
Yes. James Hickman is registered as an investment adviser representative in CA (CRD 2336338), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oakleaf Asset Advisors manage?
Oakleaf Asset Advisors reports $22.1M across 57 accounts in assets under management.
How do I contact James Hickman?
Through James's website, www.oakleafasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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