Hicks Financial Partners, LLC

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Client assets under management

$35,382,494

Clients

114

25% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$310,373

About

Hicks Financial Partners, LLC provides investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm offers portfolio management alongside project-based and ongoing comprehensive planning, and it also provides tax return preparation and coordinates estate-planning work with third-party providers.

The firm primarily builds low-cost, passively managed portfolios using index mutual funds and ETFs, while also incorporating fundamental, technical, and charting analysis to inform sector and security decisions. Investment accounts are managed on a discretionary basis with regular quarterly reviews, and clients may impose reasonable investment restrictions that the firm will accommodate in writing.

Hicks is distinctive for operating six offices by appointment while remaining a two-advisor practice overseeing roughly $35 million in discretionary assets for about 114 clients. The firm also stands out among peers for offering in-house tax preparation, coordinating fee arrangements with a third-party estate-document service, and assisting clients with fee-only annuity application processes.

Client services

Financial planning Portfolio management

Tax preparation services and estate planning services

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

One-time financial planning fee of $2,500; project-based engagements $300 - $5,000; estate planning $1,500 total fee.

Percentage

$0 - $500,000: 0.50% $500,001 - $1,000,000: 0.40% $1,000,001 - $2,000,000: 0.30% $2,000,001+: 0.20%

Project-based

Financial planning hourly fee of $250 per hour; complexity rate for tax preparation at $100 per hour.

Other

Fee-only: One-time financial plan fee of $2,500; project-based engagements from $300 to $5,000; ongoing comprehensive financial planning typically $500 per quarter; hourly financial planning at $250 per hour; tax preparation fees ranging from $450 to $900 plus additional charges; estate planning fees totaling $1,500.

Main office location

Hicks Financial Partners, LLC

225 N. Bennett Street, Suite G

Southern Pines NC 28387, United States

Number of offices

Most active in

Louisiana · North Carolina · South Carolina · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 877-921-6478

Advisors at this firm

Jordan H

Series 65

Southern Pines, NC

Hicks Financial Partners, LLC

Jordan Hicks is a financial advisor at Hicks Financial Partners, LLC with three years of industry experience. He has previously worked at Susto and The Artisanals and holds a Series 65 designation. Hicks Financial Partners, LLC provides investment management and financial planning services to individuals, high-net-worth clients, and business owners. The firm primarily constructs low-cost, passively managed portfolios using index mutual funds and ETFs, supplemented by fundamental and technical analysis, while also offering in-house tax preparation and coordinating estate-planning services.

Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Timothy H

CFP®, Series 63, Series 65

Southern Pines, NC

Hicks Financial Partners, LLC

Timothy Hicks is a CFP® with 10 years of experience in financial advising. He is currently with Hicks Financial Partners, LLC, where he has worked since 2021. His prior experience includes roles at Garrett Investment Advisors, Ameriprise Financial Services, Securities America Advisors, and Allstate Insurance. Hicks Financial Partners, LLC provides investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm primarily builds low-cost, passively managed portfolios using index mutual funds and ETFs, supplemented by fundamental, technical, and charting analysis, and offers additional services including tax return preparation and estate-planning coordination.

Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired

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