Active
FEE-ONLY FINANCIAL PLANNING, L.C.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$370.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 364.1M |
| Non-Discretionary | 6.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108365 |
| SEC Number | 801-60251 |
| Phone | 540-342-7102 |
| Total Employees | 3 |
Client Count by Type (142 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 82 |
| Individuals (other than H… | 60 |
County data not available for this organization.