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About Sickle Hunter Financial Advisors |
Sickle Hunter Financial Advisors, a Registered Investment Advisor, is an
independent financial planning and wealth management firm located in Tampa,
Florida. We help develop strategies to work toward your financial needs and goals.
We have developed a range of services and strategies that we tailor to address
your unique aspirations and to simplify your financial life.
Sickle Hunter Financial Advisors has no proprietary products and offers unbiased
advice and alternatives to address your needs. We work as a team of financial
advisors to provide our clients with greater service, attention, and knowledge. The
focus begins and ends with our clients in mind. |
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General Information |
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| States Licensed in: |
Sickle Hunter Financial Advisors is a Registered Investment
Advisor in the state of Florida
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| Insurance License#: |
P079751
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| States Willing to do Business in: |
Apollo Beach,Belleair Beach,Brandon,Clearwater,Clearwater Beach,Lutz,Oldsmar,Palm Harbor,Plant City,Riverview,Safety Harbor,Saint Petersburg,Seffner,Sun City Center,Tampa
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| Advisory Services Provided: |
Portfolio Management, Financial Advice & Consulting, Insurance Planning
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®), CERTIFIED FINANCIAL PLANNER™ Certificant, RICP, Accredited Asset Management Specialist (AAMS®)
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| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Life, Disability
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee, Commissions
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Frequently Asked Questions |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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We work as a team because we believe that it adds the most value to our clients. Our team based approach allows us to uncover more opportunities through our collaboration. |
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| Q. |
How many clients do you currently manage? |
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FInancial Planning is a flat annual fee. Our wealth management can be based on assets under management as either a fee or transactional. |
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Will you be the only person working with me? |
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We have the flexibility to do either or both.
Depending on the type of account you hold with us. We offer active management where we will review your objective(s) and make the necessary changes. Brokerage accounts will be discussed in advance of each trade.
It depends on which management account you would prefer. |
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How much risk should I be willing to take? |
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It depends on each specific situation and will be discussed on your particular situation. |
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| Q. |
What is your approach to financial planning? |
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Financial Planning is a flat fee. Assets are fee or transactional. |
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| Q. |
What services do you offer? |
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I believe in continued education, building a strong relationship and communication with my clients. I am a CERTIFIED FINANCIAL PLANNER TM. CRPC®, Chartered Retirement Planning Counselor, AAMS®, Accredited Asset Management Specialist, RFC®, Registered Financial Consultant. |
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Why should I choose you as my financial advisor? |
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I am a CERTIFIED FINANCIAL PLANNER TM and a graduate from the University of North Carolina - Chapel Hill. I have been in the financial services industry since 2006. |
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How do you charge for your services? |
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FInancial Planning, Wealth Management and Insurance Solutions. |
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