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Building 2FEE-ONLY FINANCIAL PLANNING, L.C.

Map pin
Phone540-342-7102
NotebookSEC #801-60251
Total AUM
$404.4M
Employees
3
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
540-342-7102
Other Offices
1

ReceiptFinancials

Total AUM
$404.4M
Accounts
540
Discretionary
$394.7M
Accounts
496
Non-Discretionary
$9.7M
Accounts
44

ContactClients

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Individual Clients
48
AUM
$25.1M
HNW Individual Clients
93
AUM
$379.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PRO BONO

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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