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FEE-ONLY FINANCIAL PLANNING, L.C.
CRD 108365 · SEC 801-60251
GA, United States
Phone
540-342-7102
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.4M
Discretionary AUM
$394.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PRO BONO
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $25.1M |
| High net worth individuals | 93 | $379.2M |
States served
GA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD