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).

By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $752,954
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
  • Educational seminars/workshops
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
Okatie, SC

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.

2
Anne M. Hudick
CRD#: 2045165
Okatie, SC

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.

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

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.

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