Fee-Only Financial Planning, L.C.

RIASEC RegisteredEst. 2001

Total AUM

$404M

Discretionary

$395M

98% of AUM

Avg account

$749K

Accounts

540

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 108365
Registered since: May 23, 2001
Website: www.feeonlyroanoke.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI93.78%
Individuals6.22%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fee-Only Financial Planning, L.C. is an independent, fee-based Registered Investment Adviser organized as an LLC and registered with the SEC since 2001. The firm is owned by an individual and focuses its practice on individual and family clients. Its advisory offering centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. The firm does not position itself as a capital allocator or a pension consultant, and it does not identify as an active ESG investor. Rather than sponsoring external funds, the firm relies on third-party products and managers to implement client strategies.