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How does the advisor help clients – Key Takeaways:
HICKMAN FINANCIAL, LLC is a trusted financial firm that provides expert advice and guidance to clients seeking to improve their financial situation. With years of experience and a team of knowledgeable advisors, the firm offers a comprehensive range of services to help individuals and businesses achieve their financial goals.
Some key takeaways about HICKMAN FINANCIAL, LLC include:
- Expertise in finance: HICKMAN FINANCIAL, LLC prides itself on having a team of financial experts who are well-versed in the complexities of the financial world. This allows them to provide valuable insights and recommendations to their clients.
- Customized solutions: The advisors at HICKMAN FINANCIAL, LLC understand that every client has unique financial needs and goals. That’s why they take the time to understand each client’s situation and create personalized solutions to meet their specific requirements.
- Comprehensive approach: HICKMAN FINANCIAL, LLC offers a wide range of financial services to cater to the diverse needs of their clients. From investment management to retirement planning, their services cover all aspects of financial planning.
Facts and Insights
To better understand the services offered by HICKMAN FINANCIAL, LLC, let’s take a look at some facts and insights about the firm.
| Assets Under Management | $50 million (as of 2021) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
HICKMAN FINANCIAL, LLC offers a comprehensive range of financial services to help individuals and businesses manage their finances effectively. Some of the services offered by the firm include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Business financial planning
Client Types
The client base of HICKMAN FINANCIAL, LLC consists of individuals, families, and businesses who are seeking expert advice and guidance for their finances. Their clients come from various backgrounds and have different financial needs and goals.
Fees & Compensation
HICKMAN FINANCIAL, LLC believes in complete transparency when it comes to fees and compensation. They offer fee-only services, which means they do not receive any commissions or other forms of compensation based on the products or services they recommend. This ensures that their advisors work solely in the best interest of their clients.
Background
HICKMAN FINANCIAL, LLC was founded in 2011 by John Hickman, a certified financial planner with over 15 years of experience in the financial industry. The firm is based in New York and has gained a reputation for providing reliable and trustworthy financial guidance to its clients.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is essential to understand their disclosures. HICKMAN FINANCIAL, LLC has a clean record with no disciplinary actions or conflicts of interest. Their advisors follow the fiduciary standard, which means they are legally bound to act in the best interest of their clients.