Unclaimed Profile

Anne Marie Hudick

FEE-ONLY FINANCIAL PLANNING, L.C.·ROANOKE, Virginia

Clean recordFEE-ONLY FINANCIAL PLANNING, L.C.

355 CAMPBELL AVENUE SW, ROANOKE, VA 24016CRD# 2045165Firm CRD# 108365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Marie Hudick · ROANOKE, VA

Registration

CRD #2045165 · FEE-ONLY FINANCIAL PLANNING, L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FEE-ONLY FINANCIAL PLANNING, L.C.

AUM

$348M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FEE-ONLY FINANCIAL PLANNING, L.C. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PRO BONO

Regulatory

SEC/IARD CRD# 2045165

Firm CRD# 108365

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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.

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