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 $233,009,552 in 498 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $467,891
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, NC, SC, TX, VA

Financial Advisors at Fee-only Financial Planning, L.c.
Showing 1 - 2 of 2 top financial advisors.
1
Anne M. Hudick
CRD#: 2045165
355 Campbell Avenue, Roanoke, VA 24016
93
Wealthminder
score

Anne Hudick (CRD# 2045165) is an Investment Advisor Representative working at Fee-only Financial Planning, L.c. in Roanoke, VA and has over 27 years of experience in the finance industry.

2
Andrew M. Hudick
CRD#: 1047680
355 Campbell Avenue, Roanoke, VA 24016
87
Wealthminder
score

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.

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Disclosure
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