Advisor at Fee-Only Financial Planning, L.C.
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Firm
Fee-Only Financial Planning, L.C.
Location
Okatie, SC
Credentials
CFP®, Series 63
Industry experience
25 years
Anne Hudick is a CFP® professional with 25 years of experience at Fee-Only Financial Planning, L.C., where she has worked since 2001. She holds the Series 63 designation and is based in Okatie, South Carolina. 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 models, low-cost index funds and ETFs, and longer-term holdings, managing approximately $364 million in discretionary assets.
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 Lc
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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