Kent Hickey
Ubequity Wealth Management, LLC · Round Rock, Texas
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.
Request an introduction to Kent →
Specialties
Who they serve
- Executives
- Tech employees
- Founders
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 |
| Assets under management | $50.2M across 156 accounts |
| Credentials | CFP · CPWA · MBA |
| SEC registration | Investment adviser representative in PA, TX · CRD 3150896 |
| Exams passed | Series 65 (1998) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | ubequitywealth.com |
| Profile |
How Kent's firm compares
- Ubequity Wealth Management, LLC's average account is about $322,000, from its Form ADV (assets managed divided by 156 accounts).
Request an introduction to Kent
Tell Kent a little about what you're looking for. Kent isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kent
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
Other advisors in Texas who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Ubequity Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.