Fee-Only Financial Planning, L.C.

Fee-Only Financial Planning, L.C. at a glance

• One of 131 fee-only firms based in South Carolina in the Wellspent graph.
• 4 advisors are listed here; all hold the CFP.
• Its Form ADV reports 3 employees and 141 individual clients, 93 of them high net worth.
• Its average account is about $749,000 (assets it manages divided by its 540 accounts).

Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina

Facts

Fee-Only Financial Planning, L.C. fees

Fee-Only Financial Planning, L.C. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Andrew Hudick

  CFP

• Anne Hudick

  CFP

• Eden Bowen

  CFP · MS

• Margaret Bowen

  CFP