- To learn “Where You Are” by gathering data to create a snapshot of your finances today.
- To discover “Where you want to be” by discussing what’s important to you.
- To develop a Road Map that optimizes your route based on your priorities. “How do you get there?”
- To offer a course of action that sets a working timetable to implement your plan and tracks your progress. “Let’s get going”
LOWER COSTS = MORE FINANCIAL FREEDOM
Hicok Financial Services scours the marketplace to find the investments that make you the most and charge you the least.
We make a practice of running lean so you get there faster!
Our 3 Big Advantages are:
Our commitment is to transparent pricing for financial planning and management, and we make it easy for you to track your progress. Our clients can see their performance and how much they paid us any time. Have questions about our performance and fees? We have an app for that!
Our clients pay less for high-quality unbiased advice. Because our focus is on making sure you don’t pay too much, our fee is half the industry standard!
We put your interests above ours because it’s the right thing. As a fiduciary, we are legally bound to. Most FA’s aren’t fiduciaries. Many are dual licensed as a broker or registered representative, creating conflicts that are hard to avoid. We don’t have those.
When you’re ready,
Here is What You Can Expect From Us on your Complimentary
Financial Freedom Game Plan Call
Comprehensive Financial Planning
The greater of $3,500 or 0.1% of your net worth
For example, a client with assets in brokerage accounts, real estate and a business might have a net worth of $5MM. The fee for a year of implementing a plan for that client would be $5,000. At the end of the year, we’ll meet to map out the coming years and future fees.
Hourly Financial Planning
$350 / hr
We review your plan, assets or other strategies and offer our opinion on an hourly basis.
|0.60%||on $ 1-2,000,000|
|0.50%||on $ 2-5,000,000|
|0.40%||on $ 5-10,000,000|
|0.30%||on $ 10MM +|
Schedule a complimentary Roadmap to Your Financial Freedom call
For more information to help you in your search, please download our free
checklist of the 7 Must-Ask Questions for Choosing an FA