$37.4M Total AUM
$37.2M Disc. AUM
-- 3Y CAGR
1 Employees
245 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-27-1998
- Office Locations
- 1
Office Locations
1600 Washington AVE Alton IL
About Financial Planning Advisors, Inc.
Financial Planning Advisors, Inc. is a CFP-led RIA providing financial planning and asset management for individuals and families, with a focus on retirement planning and succession planning for business owners. President/owner Jeff Hicks built the firm around conflict-aware, client-first guidance informed by his own experience. Portfolios are implemented primarily with public funds and ETFs, with Schwab as a primary custodian.
Team overview
-- AVG AGE
$37.4M AVG AUM / ADVISOR
$152.8K AVG AUM / CLIENT
27.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Ridge focus Alpha
Client Personas
Radial Zenith
Custodian
Capital legacy Harbor value
Fund Managers
Fusion oak
Investment Themes
Focus meridian Atlas Focus Vital Fusion unison
Investment Vehicles
Harbor pathway
Services
Catalyst pioneer Eagle Insight North Timber Unison bridge Quantum Fusion bridge Vertex value Oak timber Horizon Frontier
Owner & Executives
ALFRED JEFFREY HICKS
Chief Compliance Officer, President
- CRD
- #2124371
- Ownership
- 75% or more
(236) 933-4060
matrix.quantum@foundationcapital.com
in linkedin.com/in/timber-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,162,198 | $69,766 |
| Non-Discretionary | $269,152 | $26,806 |
| Total | $37,431,350 | $56,692 |
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Separately Managed Accounts
Total SMA Asset: $37,431,350
Public Funds:
18.9% Equity - Exchange:
30.3% Cash:
35.7% Corporate - Investment Grade:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $313,863,361 | 18.9% |
| Equity - Exchange | $503,177,770 | 30.3% |
| Cash | $592,853,016 | 35.7% |
| Corporate - Investment Grade | $250,758,559 | 15.1% |
| Total | $1,660,652,706 | 100.0% |