Firm
Hicks Financial Partners, LLC
Cary, North Carolina
Fee-only
Hicks Financial Partners, LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 114 individual clients, 29 of them high net worth.
- Its average account is about $155,000 (assets it manages divided by its 229 accounts).
- Its hourly rate of $250 is in line with the North Carolina median of $250.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cary, North Carolina |
|---|---|
| Website | hicksfinancialpartners.com |
| [email protected] | |
| Phone | (877) 921-6478 |
Hicks Financial Partners, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $300 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"We provide this service as a fixed-fee which typically ranges from $300 to $5000." source
"The $250 hourly rate will be billed in 6 minute increments (1/10th of an hour)." source
"By paying a fixed quarterly fee, Clients get to work with a planner who will work with them to develop and implement their plan." source
"We provide this service as a fixed-fee which typically ranges from $300 to $5000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $35 million |
| Individual clients | 85 |
| High-net-worth clients | 29 |
| Accounts managed | 229 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 317831 |