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).

Current Firm Details
355 Campbell Avenue Sw, Roanoke, VA 24016
http://feeonlyroanoke.com
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 Hudick, financial advisor Roanoke VA
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 Hudick, financial advisor Roanoke VA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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