Hicks Financial Partners
Financial Service
Why pick this one
Hicks Financial Partners provides fee-only financial planning and investment management in North Carolina and Charleston, with CFP® and EA professionals.
Best for
- Clients seeking fee-only financial planning without commissions
- Clients needing hourly, project-based, or as-needed financial advice
- Clients seeking investment management alongside financial planning
- Clients in Southern Pines, Durham, Cary, or Charleston
Look elsewhere if
- Clients specifically seeking commission-based financial advice
- Clients seeking guaranteed investment returns
Specialties
- fee-only financial planning
- investment management
- investment advice
- tax practitioner services
Certifications
- Certified Financial Planner (CFP®)
- Enrolled Agent (EA)
- Series 65 License
- North Carolina state-registered investment advisor
What makes them different
- Fee-only firm that states it does not accept commissions
- Offers hourly, as-needed, or project-based services
- Publishes a five-principle fiduciary oath and signs it annually
- Provides a complimentary initial get-acquainted meeting
- Offers in-person or telephone planning meetings and a secure online portal
- Serves
- Southern Pines, Durham, Cary, Charleston
Distilled from this business's own website.
Contact & Location
- Address
- 225 N Bennett St Ste G, Southern Pines, NC 28387-4810
- Phone
- 18779216478
- Website
- https://www.hicksfinancialpartners.com
- user@domain.com
Services
- financial planning
- investment advisory services
- investment management
- tax services