H

Hickory Wealth Management, LLC

Updated today

Client assets under management

$126,508,888

Clients

209

23% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

105

High

Average account size

$605,306

About

Hickory Wealth Management serves individual and high-net-worth clients as well as trusts, pension and other institutional and business clients, providing investment advisory and portfolio management services. The firm also offers wrap asset management through a sponsored wrap fee program and provides investment consulting to certain broker‑dealer customers.

Hickory manages portfolios mainly on a discretionary, individualized basis, applying asset-allocation approaches and both fundamental and technical analysis tailored to clients’ objectives, risk tolerances and time horizons. Accounts are reviewed at least annually and the firm emphasizes fiduciary duties and internal controls, including a formal Code of Ethics and personal-trading pre-clearance and reporting.

Distinctive features include the firm’s role as a wrap fee program sponsor and the practice of offering asset management only through wrapped accounts, which is uncommon among peers. As a small, two-advisor firm overseeing roughly $126 million in assets, its representatives are licensed insurance agents who may receive commissions for insurance products, and the firm discloses use of custodial and support services from Schwab that may create potential conflicts of interest.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

Up to 1.00% annually (flat fee for Wrap Asset Management services)

Main office location

Hickory Wealth Management, LLC

1334 E. Kingsley, #C

Springfield MO 65804, United States

Number of offices

1

Most active in

Arkansas · Colorado · Missouri · Nebraska · New Hampshire · Oklahoma · Texas

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

Advisors at this firm

user avatar

Tanner G

Series 66

Springfield, MO

Hickory Wealth Management, LLC

Tanner Greer is a financial advisor at Hickory Wealth Management, LLC in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Independent Financial Partners, Resources Investment Advisors, and LPL Financial. In addition to advisory work, he is involved in fixed and life insurance sales under the Hickory Wealth Management name. Hickory Wealth Management serves individuals, including high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and investment consulting. The firm manages wrapped accounts on a discretionary basis using fundamental analysis and multi-asset allocation strategies, with an emphasis on reducing transaction costs through its wrap-fee program.

Wealth management
user avatar

Roger P

Series 63, Series 66

Springfield, MO

Hickory Wealth Management, LLC

Roger Plackemeier is a financial advisor at Hickory Wealth Management, LLC in Springfield, MO, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Allianz Life Insurance Company of North America and Woodbury Financial Services Inc. He serves as a board member of Messiah Lutheran Church. Hickory Wealth Management serves individuals, trusts, retirement plans, and certain broker-dealer customers by offering portfolio management, financial planning, and investment consulting. The firm manages wrap-fee accounts on a discretionary basis using fundamental analysis and multi-asset allocation strategies to align portfolios with clients’ objectives and risk tolerance.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")