Hicok Financial Solutions, LLC fees and pricing
Financial planner in Templeton, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 27, 2026, Hicok Financial Solutions, LLC charges a flat or project fee of $2,500-$9,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$9,500
“Typical Financial Planning Services fees range from $2,500 to $9,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hicok Financial Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for the initial quarter will be prorated based on the number of calendar days in the quarter during which the Investment Advisory Agreement is in effect.”
- “At the inception of the engagement, HFS may collect an initial flat fee of up to $500 in advance.”
- “The remaining balance, if any, is due upon delivery of the Financial Plan.”
How Hicok Financial Solutions, LLC’s fees compare
- Its flat or project fee of $2,500-$9,500 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
About Hicok Financial Solutions, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.2% a year
- Clients
- 52
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $52,497,950
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339582
- Phone
- (800) 325-0405
Can advise clients in 2 states: California, Oregon
Other planners in Templeton that publish fees
- Corvus Wealth Advisors LLCTempleton$250-$350/hr, $2,000-$5,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.