SourcingSourcing

FEE-ONLY FINANCIAL PLANNING, L.C.

A73
CRD 108365·SEC 801-60251
AUM
$404.4M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FEE-ONLY FINANCIAL PLANNING, L.C.
CRD
108365
SEC file #
801-60251
EIN
541648649
DBA names
—

Economics

AUM
$404.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$283.4M → $404.4M▲ +43%
Client mix
Individuals High Net Worth93
Individuals Other48

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
feeonlyfamily.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUDICK, ANDREW, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HUDICK, ANDREW, MICHAEL
HUDICK, ANNE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FEEONLYFAMILY.COM
Rdap Domain Creation Date
2024-04-19T15:19:21Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001954044
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2023-02-03
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
17
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001954044-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
45 SUGAR MILL DRIVEOKATIE, SC 29909
Business
45 SUGAR MILL DRIVEOKATIE, SC 29909
Edgar EIN
541648649
Edgar Recent Filings
13F-HR2026-04-29 · 0001954044-26-000002
13F-HR2026-01-26 · 0001954044-26-000001
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-04-19T15:19:21Z
Rdap Domain Last Changed
2026-02-18T07:41:46Z
Rdap Nameservers
Ns13.worldnic.comNs14.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1047680
Trust Company Affiliate
No

People (3)

3
HUDICK, ANDREW, MICHAEL
IAR · Direct Owner · 62.5%
1047680
HUDICK, ANNE, MARIE
IAR · Direct Owner · 37.5%
2045165
Bowen, Margaret, Eden
IAR · Direct Owner · 17.5%
6925010