KY · Cold Spring

Fiduciary advisors in Cold Spring, KY

1 advisor with offices in Cold Spring. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Cold Spring

HICKS & MANN WEALTH MANAGEMENT

Cold Spring, Kentucky

Hicks & Mann Wealth Management, located in Cold Spring, Kentucky, provides financial planning and investment management services with a focus on clients in or approaching retirement. Founded in 2012 by Matt Hicks, the firm specializes in designing tax-efficient investment strategies for pre-retirees and retirees with accumulated assets of at least $500,000, intentionally limiting its client base to deliver personalized attention. The firm takes a holistic advisory approach centered on each client's complete financial picture, with a stated process that includes education about the firm's methodology before clients commit to working together.

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Financial advisors in Cold Spring, Kentucky

Advisors serving Cold Spring specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kentucky's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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