|
⚲
|
| Keyboard |
| Fee-Only Financial Planning LC
✚
|
|
|---|---|
| CRD # | 108365 |
| SEC # | 801-60251 |
| CIK # | |
| AUM | 404.4 M (2026-02-12) |
| 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) | 48 | 25.1 |
| (b) Individuals (high net worth individuals) | 93 | 379.2 |
| (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 | 540 | 404.4 |
| By Discretionary | ||
| Discretionary | 496 | 394.7 |
| Non-Discretionary | 44 | 9.7 |
| Total | 540 | 404.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.4 | |
| Total | 540 | 404.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
RW Roge & Company Inc
✚
|
NY | 419.5 M |
|
Greenberg Financial Group
✚
|
AZ | 406.9 M |
|
Hurley Financial Group Inc
✚
|
OR | 406.5 M |
|
Forum Solutions Group LLC
✚
|
IN | 403.3 M |
|
Sjbenen Advisory LLC
✚
|
399.9 M | |
|
Lesjak Planning LLC
✚
|
OH | 396.0 M |
|
Gunderson Capital Management
✚
|
SC | 395.8 M |
|
Pathways Advisory Group Inc
✚
|
CA | 388.5 M |
|
HD Money Inc
✚
|
FL | 386.1 M |
|
Fiscal Wisdom Wealth Management LLC
✚
|
CT | 386.0 M |