Claim Profile
AH

Anne Marie Hudick

FEE-ONLY FINANCIAL PLANNING, L.C.·ROANOKE, Virginia
Unclaimed Profile
355 CAMPBELL AVENUE SW, ROANOKE, VA 24016CRD# 2045165Firm CRD# 108365
01

About

Anne Marie Hudick is a registered financial advisor based in ROANOKE, Virginia, affiliated with FEE-ONLY FINANCIAL PLANNING, L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FEE-ONLY FINANCIAL PLANNING, L.C.
FEE-ONLY FINANCIAL PLANNING, L.C.
AUM
$348M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PRO BONO
Regulatory
SEC/IARD CRD# 2045165
Firm CRD# 108365
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROANOKE?

Browse all registered financial advisors in ROANOKE, Virginia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Anne Marie Hudick offer?
Anne Marie Hudick specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.
What are Anne Marie Hudick's credentials?
Anne Marie Hudick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Marie Hudick located?
Anne Marie Hudick is based in ROANOKE, Virginia, working with FEE-ONLY FINANCIAL PLANNING, L.C.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
How does Anne Marie Hudick charge for services?
Anne Marie Hudick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pro bono. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FEE-ONLY FINANCIAL PLANNING, L.C.?
FEE-ONLY FINANCIAL PLANNING, L.C. has approximately 3 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty