Fee-Only Financial Planning, L.c.
● SEC registered since 2001CRD 108365SEC# 801-60251
Reg. AUM
$404.4M
Employees
3
Accounts
540
Location
—
Fee-Only Financial Planning, L.c. assets under management
Fee-Only Financial Planning, L.c. is an investment advisory firm registered with the SEC. The firm has been registered since 2001. It reports $404.4 million in regulatory assets under management and employs 3 people.
Fee-Only Financial Planning, L.c. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Hudick Control | Managing Member | 50-75% | 1993 |
| Anne Marie Hudick Control | Principal/Chief Compliance Officer | 25-50% | 2001 |
| Margaret Eden Bowen Control | Member | 10-25% | 2016 |
Frequently asked questions
How much does Fee-Only Financial Planning, L.c. manage?
Fee-Only Financial Planning, L.c. reports $404.4 million in regulatory assets under management on its Form ADV.
How many employees does Fee-Only Financial Planning, L.c. have?
Fee-Only Financial Planning, L.c. reports 3 employees.
Does Fee-Only Financial Planning, L.c. disclose fund performance?
Fee-Only Financial Planning, L.c. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 540-342-7102 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1954044 |
| Discloses disciplinary history | No |
Regulatory AUM
$404.4M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$404.4Mregulatory AUM
Discretionary $394.7MNon-discretionary $9.7M