Advisor at Fee-Only Financial Planning, L.C.
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Firm
Fee-Only Financial Planning, L.C.
Location
Okatie, SC
Credentials
CFP®
Industry experience
38 years
Andrew Hudick is a CFP® professional with 38 years of experience in financial planning. He has been with Fee-Only Financial Planning, L.C. since 1981. Fee-Only Financial Planning, L.C. provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, including high-net-worth clients. The firm emphasizes diversified asset allocation, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets for about 142 clients.
Based on Fee-Only Financial Planning, L.C.
Limited-Service Engagement flat fee usually from $500 to $2,000; Financial Planning Agreement requires minimum $10,000 fee; written requests for copies and documents $500 minimum fee.
$0+: 1.00% of AUM first year, then 0.75% annually thereafter (billed quarterly in advance) +: Plus 1.5% of gross income during first year for financial planning fees
$250 per hour for associate advisor; $500 per hour for senior advisor services.
Retainer Agreements with minimum annual fee $7,500 billed quarterly in advance.
Account minimum: $10,000 Minimum fee: Minimum financial planning fee of $10,000 (adjustable at discretion); minimum annual retainer fee of $7,500 Fee-only: Fee-only financial planning and investment advisory services; no commissions or product sales accepted.
Okatie, SC
South Carolina · Texas
Fee-Only Financial Planning, LLC
1981 - Present (45 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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