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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-1987
- Office Locations
- 2
Office Locations
About FEE-Only Financial Planning, L.c.
Fee-Only Financial Planning, L.C. is a fee-only RIA providing highly personalized, integrated financial planning and investment management across cash flow, taxes, insurance, estate and retirement needs. The firm works with families and small businesses, including entrepreneurs, pre-retirees and inheritance recipients. Portfolios commonly use public funds, municipal bonds, and ETFs/mutual funds. Founded by Andrew Hudick, author of *Thirty-Five Great Ideas*.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW MICHAEL HUDICK II
Financial Advisor, Managing Member
- CRD
- #1047680
- Ownership
- 50% but less than 75%
ANNE MARIE HUDICK
Chief Compliance Officer, PRINCIPAL
- CRD
- #2045165
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,661,715 | $795,689 |
| Non-Discretionary | $9,706,509 | $220,602 |
| Total | $404,368,224 | $748,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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