Fee-Only Financial Planning, L.C.

Overview

Fee-Only Financial Planning, L.C. is an independent, SEC-registered registered investment adviser formed in 2001 that focuses on individual and family clients. The firm provides fiduciary financial planning, ongoing portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its ownership is structured as an individual-owned limited liability company. The firm offers multiple billing options — a percentage of assets under management plus hourly and fixed fees — and does not operate as a capital allocator or sponsor private funds. It does not position itself as an ESG-focused manager. Services are oriented toward comprehensive planning and portfolio oversight rather than institutional or pension consulting.

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