Paul Richards
Hicks & Associates Wealth Management · Cary, North Carolina
Paul Richards is a fee-only financial advisor at Hicks & Associates Wealth Management in Cary, North Carolina, who holds the CFP credential. Hicks & Associates Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hicks & Associates Wealth Management |
|---|---|
| Based in | Cary, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $119.6M across 570 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4552309 |
| Exams passed | Series 63 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | hicks-associates.com |
| Profile |
How Paul's firm compares
- Hicks & Associates Wealth Management's average account is about $210,000, from its Form ADV (assets managed divided by 570 accounts).
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Questions about Paul
Is Paul Richards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Hicks & Associates Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Hicks & Associates Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Richards based?
Paul Richards is based in Cary, North Carolina.
What credentials does Paul Richards hold?
Paul Richards holds the CFP credential.
Is Paul Richards registered with the SEC?
Yes. Paul Richards is registered as an investment adviser representative in NC (CRD 4552309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hicks & Associates Wealth Management manage?
Hicks & Associates Wealth Management reports $119.6M across 570 accounts in assets under management.
How do I contact Paul Richards?
Through Paul's website, hicks-associates.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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