Advisor at Financial Planning Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Planning Advisors, Inc.
Location
Alton, IL 62002
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.
Based on Financial Planning Advisors, Inc.
Based on Financial Planning Advisors, Inc.
Fixed fee agreements for financial planning and investment advisory services, reviewed annually; fees are generally non-negotiable
$0 - $500,000: 1.50% annually $500,000 - $750,000: 1.25% annually $750,000 - $3,000,000: 1.00% annually $3,000,000 - $10,000,000: 0.75% annually $10,000,000+: 0.50% annually
$200 per hour for financial planning and consulting
Account minimum: $250,000 Fee-only: Financial planning hourly rate of $200 per hour; fixed fee agreements also available, reviewed annually
1600 Washington Ave
Alton, IL 62002
Illinois · Missouri · Nevada · Texas
Financial Planning Advisors, Inc.
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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