Fee-Only Financial Planning, L.C. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 12, 2026, reports $404M in regulatory assets under management, 3 employees, 1 office, and 540 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.0% of total clients.
Top client categories% of clientsClients
1
HNWI
66.0%
93
2
Individuals
34.0%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of February 12, 2026
Discretionary97.6%
$395M
98% of total RAUM97.6%
Non-discretionary2.4%
$10M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$404M
Total Accounts540
10Y AUM Change+$166M (+69.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.