Hicks Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$500/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $25,000 on a fixed fee basis, and from $75 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$500⁠-⁠$25,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hicks Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Hicks Capital Management, LLC’s fees compare

• Its hourly rate of $75-$500 spans the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 12 of the 20 other planners in Columbus that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the Ohio median of $3,250. 93% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 17 of the 18 other planners in Columbus that publish a flat or project fee charge less.

About Hicks Capital Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

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

1.5% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

252

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$344,741,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158609

Website

hicks-capital.com (opens in new tab)

Phone

(614) 944-5210

Can advise clients in 4 states: Florida, Louisiana, Ohio, Texas

Other planners in Columbus that publish fees

• Alexander Financial Planning, Inc.Columbus$350⁠-⁠$500, $3,000⁠-⁠$7,000/yr
• Antolino Wealth AdvisorsColumbus$550/hr
• Asendo Wealth AdvisoryColumbus$250/hr, $2,500
• Clark SoetenColumbus$300/hr, $500⁠-⁠$5,000
• Clearmind CapitalColumbus$5,000, $100⁠-⁠$1,200/mo
• Diamond Equity AdvisorsColumbus$150⁠-⁠$300/hr, $1,000⁠-⁠$3,000

Compare all 52 planners in Columbus