Fee-only Financial Planning, L.c.
Fee-only Financial Planning, L.c. is an SEC-registered wealth manager with $404.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Fee-only Financial Planning, L.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108365, SEC 801-60251, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $404.4M (2026-02-12)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 141
- CRD
- 108365
- Ownership
- HUDICK, ANNE, MARIE; POLDIAK, PAMELA, DOLVIN; PEARMAN, JAMES, ELWOOD; HUDICK, ANDREW, MICHAEL; Bowen, Margaret, Eden
How much AUM does Fee-only Financial Planning, L.c. have?
Fee-only Financial Planning, L.c. reported $404.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Fee-only Financial Planning, L.c.?
Disclosed owners and executives of Fee-only Financial Planning, L.c. include HUDICK, ANNE, MARIE, POLDIAK, PAMELA, DOLVIN, PEARMAN, JAMES, ELWOOD, HUDICK, ANDREW, MICHAEL, Bowen, Margaret, Eden. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.