H
Hickok Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Full Financial Plan fees range from $500 to $20,000; Ongoing Financial Planning fixed annual fee $1,200 to $24,000
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01+: 0.90% annually
$250 per hour for consultation services
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
Hickok Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
-
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.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")