Jordan Hicks
Hicks Financial Partners · Southern Pines, North Carolina
Jordan Hicks is a fee-only financial advisor at Hicks Financial Partners in Southern Pines, North Carolina. Hicks Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hicks Financial Partners |
|---|---|
| Based in | Southern Pines, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.4M across 229 accounts |
| SEC registration | Investment adviser representative in LA, NC, SC, TX · CRD 7508854 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hicksfinancialpartners.com |
How Jordan's firm compares
- Hicks Financial Partners's average account is about $155,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Jordan
Is Jordan Hicks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Hicks Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Hicks Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Hicks based?
Jordan Hicks is based in Southern Pines, North Carolina.
Is Jordan Hicks registered with the SEC?
Yes. Jordan Hicks is registered as an investment adviser representative in LA, NC, SC and TX (CRD 7508854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hicks Financial Partners manage?
Hicks Financial Partners reports $35.4M across 229 accounts in assets under management.
How do I contact Jordan Hicks?
Through Jordan's website, www.hicksfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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