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Hicks & Associates Wealth Management, LLC

Headquartered in CARY, NC

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Firm Information

Hicks & Associates Wealth Management, LLC is an investment advisor headquartered in Cary, NC. They provide financial planning and portfolio management services for individuals, businesses, and high-net-worth individuals. Their website addresses are: https://hicks-associates.com/, http://YouTube.com/@Hicks-Associates, https://twitter.com/hicks_associate, and https://www.facebook.com/TheodoreHicksAssociates/. They have 2 investment advisor representatives and 3 investment advisory functions. They manage $123,957,580 in regulatory assets under management for 881 accounts. They do not participate in wrap fee programs. Their SEC number is 801-126797.

Hicks & Associates Wealth Management, LLC

1145 EXECUTIVE CIRCLE

CARY, NC 27511

$123.96M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

CARY, NC

location

Fletcher, NC

Advisors at Hicks & Associates Wealth Management, LLC

View All 2 Advisors
Unclaimed
Paul Richards

CFP®, RA

Fletcher, NC

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Unclaimed
Carman Theodore Hicks

CFP®, RA

CARY, NC

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Disclosures

There are no public disclosures for Hicks & Associates Wealth Management, LLC.

Frequently Asked Questions (8)

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