Timothy Hicks
Hicks Financial Partners, LLC · Cary, North Carolina
Timothy Hicks is a fee-only financial advisor at Hicks Financial Partners, LLC in Cary, North Carolina, who holds the CFP and CKA credentials. Timothy charges an ongoing planning fee, a one-time planning fee and hourly fees (one-time plans from $300 and $250 an hour).
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Facts
| Firm | Hicks Financial Partners, LLC |
|---|---|
| Based in | Cary, North Carolina |
| Fee model | Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from $300 · $250 an hour |
| Accepting new clients | Yes |
| Assets under management | $35.4M across 229 accounts |
| Credentials | CFP · CKA |
| SEC registration | Investment adviser representative in LA, NC, SC, TX · CRD 6496702 |
| Exams passed | Series 65 (2015) · Series 63 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | hicksfinancialpartners.com |
How Timothy's firm compares
- A one-time plan starts at $300, below the North Carolina median of $1,950 for fee-only firms that publish prices.
- The hourly rate is $250, in line with the North Carolina median of $250 for fee-only firms that publish prices.
- Hicks Financial Partners, LLC's average account is about $155,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Timothy
Is Timothy Hicks a fee-only financial advisor?
Yes. Timothy Hicks is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Timothy's firm.
How does Timothy charge for financial advice?
Timothy charges an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Timothy charge?
According to Hicks Financial Partners, LLC's website, checked October 28, 2026: one-time plans from $300; $250 an hour.
Where is Timothy Hicks based?
Timothy Hicks is based in Cary, North Carolina.
What credentials does Timothy Hicks hold?
Timothy Hicks holds the CFP and CKA credentials.
Is Timothy Hicks registered with the SEC?
Yes. Timothy Hicks is registered as an investment adviser representative in LA, NC, SC and TX (CRD 6496702), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Hicks Financial Partners, LLC manage?
Hicks Financial Partners, LLC reports $35.4M across 229 accounts in assets under management.
How do I contact Timothy Hicks?
Through Timothy's website, hicksfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Hicks Financial Partners, 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.
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