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FEE-ONLY FINANCIAL PLANNING, L.C.
CRD 108365File 801-60251
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$404.4M
Below cohort median (national)
Discretionary AUM
$394.7M
Non-discretionary $9.7M
Clients
141
540 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 23, 2001
- Principal office
- Not reported
- Phone
- 540-342-7102
- Website
- http://feeonlyfamily.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $404.4M
- Discretionary AUM
- $394.7M
- Non-discretionary AUM
- $9.7M
- Discretionary accounts
- 496
- Non-discretionary accounts
- 44
- Total accounts
- 540
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $379.2M |
| Individuals (other than high net worth individuals) | 48 | $25.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PRO BONO
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.