Principal/chief Compliance Officer · Fee-Only Financial Planning, L.C.
Anne M. Hudick
CRD 2045165 · Named on Form ADV at one SEC-registered adviser
At a glance
Fee-Only Financial Planning, L.C., an SEC-registered wealth manager with $404 million in regulatory assets, lists Anne M. Hudick on its Form ADV as Principal/chief Compliance Officer, a control person.
Firms and roles
- Fee-Only Financial Planning, L.C.Principal/chief Compliance OfficerWealth manager · United States · $404M in regulatory assets
AtlasMembers
Anne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Andrew M. HudickManaging Member, Fee-Only Financial Planning, L.C.
- Margaret E. BowenMember, Fee-Only Financial Planning, L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.