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Fee-Only Financial Planning, L.c.

● SEC registered since 2001CRD 108365SEC# 801-60251
Export (members)
Reg. AUM
$370.2M
Employees
3
Accounts
520
Location
—

Fee-Only Financial Planning, L.c. assets under management

Fee-Only Financial Planning, L.c. is an investment advisory firm registered with the SEC. The firm has been registered since 2001. It reports $370.2 million in regulatory assets under management and employs 3 people.
feeonlyfamily.comView on SEC.gov ↗

Fee-Only Financial Planning, L.c. owners & executives

3 reported
NameTitleOwnershipSince
Andrew Michael Hudick ControlManaging Member50-75%1993
Anne Marie Hudick ControlPrincipal/Chief Compliance Officer25-50%2001
Margaret Eden Bowen ControlMember5-10%2016

Frequently asked questions

How much does Fee-Only Financial Planning, L.c. manage?

Fee-Only Financial Planning, L.c. reports $370.2 million in regulatory assets under management on its Form ADV.

How many employees does Fee-Only Financial Planning, L.c. have?

Fee-Only Financial Planning, L.c. reports 3 employees.

Does Fee-Only Financial Planning, L.c. disclose fund performance?

Fee-Only Financial Planning, L.c. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone540-342-7102
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
CIK1954044
Discloses disciplinary historyNo

Assets under management

Discretionary$364.1M
Non-discretionary$6.1M
Total (RAUM)$370.2M