Overview
Assets Under Management: $370 million
High-Net-Worth Clients: 82
Average Client Assets: $4 million
Frequently Asked Questions
FEE-ONLY FINANCIAL PLANNING, L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108365), FEE-ONLY FINANCIAL PLANNING, L.C. is subject to fiduciary duty under federal law.
FEE-ONLY FINANCIAL PLANNING, L.C. serves 82 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, FEE-ONLY FINANCIAL PLANNING, L.C. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FEE-ONLY FINANCIAL PLANNING, L.C. manages $370 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, FEE-ONLY FINANCIAL PLANNING, L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.18
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 520
Discretionary Accounts: 497
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 108365
Last Filing Date: 2025-02-18 00:00:00
Website: https://feeonlyroanoke.com