HICKS FINANCIAL PARTNERS, LLC

Overview

Hicks Financial Partners, LLC is a small independent registered investment adviser organized as an LLC that focuses on serving individual and family clients with financial planning and discretionary portfolio management. The firm charges clients through a mix of percentage-of-AUM fees and non‑AUM fee options (hourly and fixed fees), and it positions itself as a hands‑on manager of client equity portfolios rather than a broad alternative‑asset allocator. Its filing indicates a clear tilt toward exchange‑traded equities, and the firm does not identify itself as an active ESG investor. All advisory activity documented is retail‑facing (individuals and small businesses), with no pension consultancy or related‑adviser activities reported. Hicks Financial Partners operates with full discretionary authority over the assets it manages, suggesting it implements model or customized portfolios on client behalf. Custody through a major custodian (Charles Schwab & Co., Inc.) supports use of separately managed accounts, ETFs and individual securities, and the firm’s size and fee mix imply a focus on straightforward, fee‑based wealth management rather than large‑scale institutional solutions.

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