# Kent Hickey

> Kent Hickey is a fee-only financial advisor at Ubequity Wealth Management, LLC in Round Rock, Texas, who holds the CFP, CPWA and MBA credentials. Kent focuses on equity compensation. Ubequity Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kent-hickey/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ubequity Wealth Management, LLC
- **Based in:** Round Rock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $50.2M across 156 accounts
- **Credentials:** CFP, CPWA, MBA
- **Specialties:** Equity compensation
- **Works with:** Executives, Tech employees, Founders
- **CRD:** 3150896 (https://adviserinfo.sec.gov/individual/summary/3150896)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 65 (1998), Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://ubequitywealth.com

## Frequently asked questions

### Is Kent Hickey a fee-only financial advisor?

Yes. Kent Hickey is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kent's firm.

### How does Kent charge for financial advice?

Kent's firm, Ubequity Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kent Hickey based?

Kent Hickey is based in Round Rock, Texas.

### What does Kent specialize in?

Kent's specialties include equity compensation. Kent works with executives, tech employees and founders.

### What credentials does Kent Hickey hold?

Kent Hickey holds the CFP, CPWA and MBA credentials.

### Is Kent Hickey registered with the SEC?

Yes. Kent Hickey is registered as an investment adviser representative in PA and TX (CRD 3150896), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ubequity Wealth Management, LLC manage?

Ubequity Wealth Management, LLC reports $50.2M across 156 accounts in assets under management.

### How do I contact Kent Hickey?

Through Kent's website, ubequitywealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kent-hickey-11179): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://ubequitywealth.com/): specialties, clients served, and fees, checked October 28, 2026

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