Anne Hudick
Fee-Only Financial Planning, L.C. · Okatie, South Carolina
Anne Hudick is a fee-only financial advisor at Fee-Only Financial Planning, L.C. in Okatie, South Carolina, who holds the CFP credential. Fee-Only Financial Planning, L.C. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fee-Only Financial Planning, L.C. |
|---|---|
| Based in | Okatie, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.4M across 540 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, TX · CRD 2045165 |
| Exams passed | Series 63 (1990) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | feeonlyfamily.com |
How Anne's firm compares
- Fee-Only Financial Planning, L.C.'s average account is about $749,000, from its Form ADV (assets managed divided by 540 accounts).
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Questions about Anne
Is Anne Hudick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Fee-Only Financial Planning, L.C. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anne charge for financial advice?
Anne's firm, Fee-Only Financial Planning, L.C., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anne Hudick based?
Anne Hudick is based in Okatie, South Carolina.
What credentials does Anne Hudick hold?
Anne Hudick holds the CFP credential.
Is Anne Hudick registered with the SEC?
Yes. Anne Hudick is registered as an investment adviser representative in SC and TX (CRD 2045165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fee-Only Financial Planning, L.C. manage?
Fee-Only Financial Planning, L.C. reports $404.4M across 540 accounts in assets under management.
How do I contact Anne Hudick?
Through Anne's website, feeonlyfamily.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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