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 $347,703,986 in 516 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
45 Sugar Mill Drive, Okatie, SC 29909
http://feeonlyroanoke.com
By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $673,845
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
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX, VA

Financial Advisors at Fee-only Financial Planning, L.c.
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Hudick, financial advisor Okatie SC
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.

2
Anne Hudick, financial advisor Okatie SC
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 34 years of experience in the finance industry.

3
Margaret Bowen, financial advisor Roswell GA
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.

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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