Tim Hicks, CFP® Hicks Financial Partners, LLC
- 555 S Mangum Street, Suite 200, Durham, NC 27701
About Tim Hicks, CFP®
I started Hicks Financial Partners, LLC in order to provide fiduciary, fee-only financial planning and investment management.
I want to help you bring clarity to your financial well-being. I want to know your goals and priorities. I want to find out where you want to go; I call this your destination. I want to align your goals, priorities, and destination with your money.
My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. After a couple of years struggling to find the right environment to truly serve clients, I am delighted that I found my home to always act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.
I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Ocean Isle Beach, NC and participate in sports activities and serve in our local church.
- Medical Professionals
- Mid-Career Professionals
- Military & Veterans
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Quarterly Fee: $500+/qtr
- Flat Fee: $1600+/engagement
- Hourly Fee: $200+/hr
- Assets Under Management: 0.20%