|
⚲
|
| Fee-Only Financial Planning LC
✚
|
|
|---|---|
| CRD # | 108365 |
| SEC # | 801-60251 |
| CIK # | |
| AUM | $307.7 MM (2023-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 540-342-7102 |
| Address | 45 Sugar Mill Drive Okatie, SC 29909 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 30.3 |
| (b) Individuals (high net worth individuals) | 86 | 277.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 495 | 307.7 |
| By Discretionary | ||
| Discretionary | 470 | 302.6 |
| Non-Discretionary | 25 | 5.2 |
| Total | 495 | 307.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.7 | |
| Total | 495 | 307.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tolsma Investments LLC
✚
|
WA | 0.3 |
|
Financial & Tax Architects LLC
✚
|
MO | 0.3 |
|
Lesjak Planning LLC
✚
|
OH | 0.3 |
|
Mustard Seed Financial LLC
✚
|
AR | 0.3 |
|
Allgen Financial Advisors Inc
✚
|
FL | 0.3 |
|
NCM Capital Management LLC
✚
|
NJ | 0.3 |
|
Park Capital Management LLC
✚
|
WI | 0.3 |
|
Moneywise Inc
✚
|
VA | 0.3 |
|
Widmann Financial Services Inc
✚
|
MD | 0.3 |
|
Capital Square LLC
✚
|
TN | 0.3 |