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FEE-ONLY FINANCIAL PLANNING, L.C.

dba FEE-ONLY FINANCIAL PLANNING, L.C. · CRD 108365 · Registered Investment Adviser

FEE-ONLY FINANCIAL PLANNING, L.C. is a Registered Investment Adviser. The firm reports $404,368,224 in regulatory assets under management across 540 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$394,661,715
Non-discretionary$9,706,509
Total RAUM$404,368,224
Accounts540

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 108365. adviserinfo.sec.gov/firm/summary/108365.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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