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Hickok Advisory, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

0

Average account size

About

Hickok Advisory, LLC provides discretionary and non‑discretionary asset management along with financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm documents client goals, time horizons and risk tolerance, offers full financial plans and ongoing planning, and reported $0 in assets under management with no advisory clients as of the February 1, 2025 calculation.

Investment strategies are tailored to each client’s objectives and may include long‑term purchases, short‑term holdings and trading, with analysis grounded in fundamental and cyclical methods; clients may grant discretionary trading authority or require pre‑approval for each transaction. Accounts are reviewed at least quarterly for allocation, rebalancing and tax‑loss harvesting opportunities, and the firm generally charges tiered percentage‑of‑AUM fees for asset management while financial planning may be billed as fixed fees or on an hourly basis.

The brochure discloses affiliations with a tax preparation business and a law firm and notes the principal holds an active real estate license and spends roughly three‑quarters of their time on those outside activities; these affiliations and the offering of legal, tax and real‑estate services for separate compensation represent conflicts of interest the firm says it manages through disclosure and fiduciary procedures. Less common features for firms of this type include the use of hourly consultation fees (the brochure lists an hourly range) and a stated $1,000,000 account minimum, both of which are highlighted alongside the firm’s disclosure of outside business activities.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning Cash flow / budgeting

Occupation focus

Founder/Business Owner Attorney

Fee options

Fixed

Full Financial Plan fees range from $500 to $20,000; Ongoing Financial Planning fixed annual fee $1,200 to $24,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01+: 0.90% annually

Project-based

$250 per hour for consultation services

Other

Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual asset management fee Fee-only: Full Financial Plan flat fee between $500 and $20,000; Consultation Services $250 per hour; Ongoing Financial Planning fixed annual fee $1,200 to $24,000

Main office location

Hickok Advisory, LLC

2110 S Bascom Ave, Suite 103

Campbell CA 95008, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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