Jessica Sicking is a CFP-designated registered investment advisor at Triad Wealth Partners, LLC, based in Southlake, TX, with 18 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
141 Countryside Ct. Suite 100, Southlake, TX, 76092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.