Hicks Financial Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$2,500

“One-time Comprehensive Financial Plan and Project Based Engagements One-time Financial Planning consists of a negotiable charge of $2,500.”

Quarterly fee

$500/qtr

“Our typical fee for ongoing financial planning is $500 per quarter but can be adjusted based on complexity and is negotiable at HFP’s discretion.”

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

How Hicks Financial Partners, LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Hicks Financial Partners, LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the North Carolina median of $4,800. 26% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Hicks Financial Partners, LLC

• Principal: Tim Hicks
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

0.5% a year

Clients

114

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$35,382,494

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317831

Website

hicksfinancialpartners.com (opens in new tab)

Phone

(877) 921-6478

Can advise clients in 3 states: Louisiana, North Carolina, South Carolina

Other planners in Southern Pines that publish fees

• Align Financial PlanningSouthern Pines$350/hr, $750⁠-⁠$12,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 428 planners in North Carolina