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FEE-ONLY FINANCIAL PLANNING, L.C.
FEE-ONLY FINANCIAL PLANNING, L.C.
3 registered advisors
·
CRD# 108365
SEC# 801-60251
1
540-342-7102
01
Firm Overview
AUM
$348M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PRO BONO
03
Specialties
Financial Planning
Investment Management
04
Advisors at FEE-ONLY FINANCIAL PLANNING, L.C.
3 registered advisors
Andrew Michael Hudick
ROANOKE, Virginia
CRD# 1047680
Anne Marie Hudick
ROANOKE, Virginia
CRD# 2045165
Margaret Eden Bowen
ROANOKE, Virginia
CRD# 6925010
05
Office Locations
ROANOKE, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. FEE-ONLY FINANCIAL PLANNING, L.C. (CRD# 108365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.