Tim Hicks, CFP® Hicks Financial Partners, LLC
- 555 S Mangum Street, Suite 200, Durham, NC 27701
- 1-877-921-6478
- gvz@uvpxfsvanapvnycnegaref.pbz
- http://www.hicksfinancialpartners.com/
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Medical Professionals
- Mid-Career Professionals
- Military & Veterans
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $500+/qtr
- Flat Fee: $1600+/engagement
- Hourly Fee: $200+/hr
- Assets Under Management: 0.20%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
