John Hickey
Advisor at Ubequity Wealth Management, LLC
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.
Advisor at Ubequity Wealth Management, LLC
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
Ubequity Wealth Management, LLC
Location
Round Rock, TX
Credentials
CFP®
Industry experience
< 1 year
Project-Based Financial Planning fixed fee ranging from $5,000 to $20,000; Ongoing Comprehensive Financial Planning upfront fee $3,600 - $20,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,000+: 0.35%
$300 per hour (2 hour minimum)
Fee-only: Project-Based Financial Planning fixed fees range from $5,000 to $20,000; Hourly Financial Planning at $300 per hour (2 hour minimum); Ongoing Comprehensive Financial Planning includes an upfront fee of $3,600 - $20,000 plus monthly fees of $100 - $2,000
Ubequity Wealth Management, LLC
2025 - Present (1 year)
Ubequity Wealth Management, LLC
2020 - 2025 (5 years)
Nelson Property Services
2020 - 2020 (1 year)
Fishers Island Club
2018 - 2020 (2 years)
Grandfather Golf & Country Club
2017 - 2017 (1 year)
John's Island Golf Club, Assistant Golf Professional (Seasonal)
2016 - 2019 (3 years)
Red Sky Golf Club
2016 - 2016 (1 year)
Pennsylvania State University
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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