Hicks & Associates Wealth Management, LLC fees and pricing
Financial planner in Cary, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Hicks & Associates Wealth Management, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“If a consulting engagement is terminated before completion of the agreed-upon services, the client will be charged or refunded a prorated fee based on the time incurred through the date of termination at an hourly rate of $500 (or another hourly rate as specified in our agreement).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hicks & Associates Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management clients are charged an annual fee and billed monthly in advance based on total assets under management for each calendar month.”
- “In no instance will we collect $1,200 in fees, six or more months in advance of rendering services.”
- “Clients are billed for services from other service providers separately from Hicks & Associates and these amounts are reported separately from our fees.”
How Hicks & Associates Wealth Management, LLC’s fees compare
- Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 9 of the 9 other planners in Cary that publish an hourly rate charge less.
About Hicks & Associates Wealth Management, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 162
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $119,572,858
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323171
- Phone
- (919) 851-5512
Can advise clients in 2 states: North Carolina, Texas
Other planners in Cary that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- Artifex Advisory Group, Inc.Cary$200/hr, $1,000-$5,000
- Awaken Financial Designs LLCCary$250/hr, $2,000-$5,000
- Brodie Wealth ManagementCaryUp to $25,000, $500-$12,500/qtr
- Cary Financial Planning, LLCCary$1,000-$50,000, $1,000-$50,000/yr
- Comperio Retirement Consulting, Inc.Cary$200-$350/hr, $1,000-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.