Fee-only Financial Planning, L.c.
Fee-only Financial Planning, L.c. (CRD# 108365) is a financial advisory firm headquartered in Okatie, SC. They manage $364,429,769 in 484 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management364MILLION
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Total Number of Accounts484ACCOUNTS
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Average Account Value$752,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, GA, LA, NC, SC, TX, VA
Andrew Hudick (CRD# 1047680) is an Investment Advisor Representative working at Fee-only Financial Planning, L.c. in Okatie, SC and has 1 year of experience in the finance industry. Andrew Hudick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anne Hudick (CRD# 2045165) is an Investment Advisor Representative working at Fee-only Financial Planning, L.c. in Okatie, SC and has over 32 years of experience in the finance industry. Anne Hudick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Margaret Bowen (CRD# 6925010) is an Investment Advisor Representative working at Fee-only Financial Planning, L.c. in Roswell, GA and has 1 year of experience in the finance industry. Margaret Bowen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.