Fee-only Financial Planning, L.c.

Fee-only Financial Planning, L.c. (CRD# 108365) is a financial advisory firm headquartered in Roanoke, VA. They manage $297,392,491 in 489 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $608,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, SC, TX, VA

Financial Advisors at Fee-only Financial Planning, L.c.
Showing 1 - 3 of 3 top financial advisors.
1
Andrew M. Hudick
CRD#: 1047680
Roanoke, VA

Andrew Hudick (CRD# 1047680) is an Investment Advisor Representative working at Fee-only Financial Planning, L.c. in Roanoke, VA 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.

2
Anne M. Hudick
CRD#: 2045165
Roanoke, VA

Anne Hudick (CRD# 2045165) is an Investment Advisor Representative working at Fee-only Financial Planning, L.c. in Roanoke, VA and has over 30 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.

3
Margaret E. Bowen
CRD#: 6925010
Atlanta, GA

Margaret Bowen (CRD# 6925010) is an Investment Advisor Representative working at Fee-only Financial Planning, L.c. in Atlanta, 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.

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