Micki Hicks
The Leonard Financial Group · Riverside, California
Micki Hicks is a fee-only financial advisor at The Leonard Financial Group in Riverside, California. The Leonard Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Leonard Financial Group |
|---|---|
| Based in | Riverside, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47.8M across 170 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6609930 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.leonardllc.com |
How Micki's firm compares
- The Leonard Financial Group's average account is about $281,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Micki
Is Micki Hicks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Micki holds no broker registration, and The Leonard Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Micki charge for financial advice?
Micki's firm, The Leonard Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Micki Hicks based?
Micki Hicks is based in Riverside, California.
Is Micki Hicks registered with the SEC?
Yes. Micki Hicks is registered as an investment adviser representative in CA (CRD 6609930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Leonard Financial Group manage?
The Leonard Financial Group reports $47.8M across 170 accounts in assets under management.
How do I contact Micki Hicks?
Through Micki's website, www.leonardllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Riverside
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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