John Hickey
Ubequity Wealth Management · Round Rock, Texas
John Hickey is a fee-only financial advisor at Ubequity Wealth Management in Round Rock, Texas, who holds the CFP credential. Ubequity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ubequity Wealth Management |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.2M across 156 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6225787 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | ubequitywealth.com |
How John's firm compares
- Ubequity Wealth Management's average account is about $322,000, from its Form ADV (assets managed divided by 156 accounts).
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Questions about John
Is John Hickey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Ubequity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Ubequity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Hickey based?
John Hickey is based in Round Rock, Texas.
What credentials does John Hickey hold?
John Hickey holds the CFP credential.
Is John Hickey registered with the SEC?
Yes. John Hickey is registered as an investment adviser representative in PA and TX (CRD 6225787), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ubequity Wealth Management manage?
Ubequity Wealth Management reports $50.2M across 156 accounts in assets under management.
How do I contact John Hickey?
Through John's website, ubequitywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
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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