Sickle Hunter Financial Advisors

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Introduction: We help our clients with financial planning and asset management. It's about helping our clients reach their goals. We don't have a minimum to start working with us. We enjoy helping our clients create their portfolios with stocks and ETFs. Many of our clients are just starting out and some have been working towards their goals for years. Checkout our YouTube Channel, Sickle Hunter Financial Advisors.

Overview

Background checked

3 employees

13 years in business

Payment methods

This pro accepts payments via Credit card and Stripe.

Featured Projects

11 photos

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

Exceptional 5.0

10 reviews

5

100%

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Thumbtack Customer

Aug 4, 2020

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From Google

I reached out to Travis regarding my W4 tax forms and that I was having, what I thought were, issues concerning my withholdings. He was very responsive, helpful and extremely knowledgeable. I initially found him floating around on the internet and watched his YouTube videos. I figured this guy knew his stuff and decided to reach out. He emailed back within the hour and after a few exchanges of my situation, sent me a video of the correct way to fill out the form using the online tax calculator. It was so helpful to have that specific video evidence to my individual tax situation. In the end he and his team put together a complete W4 tax form for both me and my wife to submit to our employer. But maybe more importantly, he gave me the knowledge about the way taxes are broken down, liabilities, deductions, credits, etc, that I hadnt had prior. He definitely gave me the peace of mind going forward for the remainder of the year and next. Thank you Travis Sickle and team for your efforts! I hope to work with you guys in the future.

Thumbtack Customer

May 29, 2015

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From Google

Travis and his team are incredibly hard-working, intelligent and caring. Had I taken an alternate path with my finances, my financial wherewithal would be notably weaker today. Thank you Sickle Hunter.

Sickle Hunter Financial Advisors's reply

Thank you for the kind words!

Thumbtack Customer

Nov 2, 2017

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From Google

I met Travis many years ago and he and his company are wonderful. He has helped me a lot with my budget and looking for ways to save me money.

Kathy B.

Nov 10, 2017

I have always had a great experience with this company.

Michael H.

Nov 16, 2017

I am easily better off now than I would have been without Travis and his team. Thank you for continuing to look out for me and my family!

Credentials

Background Check

Travis Sickle

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our financial planning is $49. per month.
What is your typical process for working with a new customer?
Our initial consult is free. We charge a $49. monthly fee for financial planning. We work closely with our clients to get organized with an online portal so we can begin making recommendations such as how much to save, reducing debt, budgeting, investing, insurances, benefits packets at work, social security elections, tax-advantaged investing and much more.
What education and/or training do you have that relates to your work?
B.A. in Management and Society from The University of North Carolina at Chapel Hill CFP®, CERTIFIED FINANCIAL PLANNER™ CRPC®, Chartered Retirement Planning Counselor AAMS®, Accredited Asset Management Specialist RICP®, Retirement Income Certified Professional® AIF®, Accredited Investment Fiduciary Series 65 Uniform Investment Adviser Law FL 2-15 – Life Insurance

Sickle Hunter Financial Advisors

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