Hicks Financial Partners, LLC

Overview

Hicks Financial Partners, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm primarily serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and does not present itself as a pension consultant or related adviser.

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Public Holdings

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Location & Offices