|
⚲
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| Fee-Only Financial Planning LC
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|
|
|---|---|
| CRD # | 108365 |
| SEC # | 801-60251 |
| CIK # | |
| AUM | $370.2 M (2025-02-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 540-342-7102 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 40.1 |
| (b) Individuals (high net worth individuals) | 82 | 330.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 370.2 |
| By Discretionary | ||
| Discretionary | 497 | 364.1 |
| Non-Discretionary | 23 | 6.1 |
| Total | 520 | 370.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.2 | |
| Total | 520 | 370.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Financial Planning Inc
✚
|
MA | 0.4 |
|
Paradigm Wealth LLC
✚
|
NE | 0.4 |
|
Widmann Financial Services Inc
✚
|
MD | 0.4 |
|
McCay Wealth Advisory LLC
✚
|
TN | 0.4 |
|
Avory & Company LLC
✚
|
FL | 0.4 |
|
Court Place Advisors LLC
✚
|
MD | 0.4 |
|
ETF Portfolio Partners Inc
✚
|
KS | 0.4 |
|
Lesjak Planning LLC
✚
|
OH | 0.4 |
|
RW Roge & Company Inc
✚
|
NY | 0.4 |
|
Owl Creek Wealth Partners LLC
✚
|
CO | 0.4 |