{
  "crd_number": 108365,
  "slug": "fee-only-financial-planning-l-c-okatie-sc-108365",
  "primary_business_name": "FEE-ONLY FINANCIAL PLANNING, L.C.",
  "legal_name": "FEE-ONLY FINANCIAL PLANNING, L.C.",
  "dbas": [],
  "city": "Okatie",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "25940",
  "metro": {
    "cbsa_code": "25940",
    "common_name": "Hilton Head Island",
    "msa_name": "Hilton Head Island-Bluffton-Port Royal, SC",
    "path": "/advisors/sc/hilton-head-island"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-05-23",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 404368224.0,
  "raum_discretionary": 394661715.0,
  "raum_non_discretionary": 9706509.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 25138926.0,
      "count": 48
    },
    "high_net_worth_individuals": {
      "raum": 379229298.0,
      "count": 93
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "NC",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://feeonlyfamily.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108365",
  "city_as_filed": "OKATIE",
  "url": "https://advisorcensus.com/firm/fee-only-financial-planning-l-c-okatie-sc-108365",
  "display_name": "FEE-Only Financial Planning, L.C.",
  "summary": "FEE-Only Financial Planning, L.C. is an SEC-registered investment advisory firm in Okatie, SC, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.",
  "citation": "AdvisorCensus. FEE-Only Financial Planning, L.C. (CRD 108365): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is FEE-Only Financial Planning, L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), FEE-Only Financial Planning, L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is FEE-Only Financial Planning, L.C. located?",
      "a": "FEE-Only Financial Planning, L.C.'s principal office is in Okatie, SC, according to its Form ADV."
    },
    {
      "q": "Is FEE-Only Financial Planning, L.C. registered with the SEC or a state?",
      "a": "FEE-Only Financial Planning, L.C. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 108365."
    },
    {
      "q": "How much does FEE-Only Financial Planning, L.C. manage?",
      "a": "FEE-Only Financial Planning, L.C. reports $404,368,224 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (98% discretionary)."
    },
    {
      "q": "How have FEE-Only Financial Planning, L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for FEE-Only Financial Planning, L.C.: Regulatory assets under management: $328,312,264 in the October 2021 data and $404,368,224 in the October 2026 data, up 23%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does FEE-Only Financial Planning, L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (48)."
    },
    {
      "q": "Which custodians does FEE-Only Financial Planning, L.C. use?",
      "a": "FEE-Only Financial Planning, L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does FEE-Only Financial Planning, L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108365"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 328312264.0,
      "total_employees": 3,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 364429769.0,
      "total_employees": 3,
      "filing_date": "2022-02-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 307748548.0,
      "total_employees": 3,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 347703986.0,
      "total_employees": 3,
      "filing_date": "2024-03-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 370158732.0,
      "total_employees": 3,
      "filing_date": "2025-02-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 404368224.0,
      "total_employees": 3,
      "filing_date": "2026-02-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fee-only-financial-planning-l-c-okatie-sc-108365.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 48,
      "fewer_than_5": false,
      "raum": 25138926.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 93,
      "fewer_than_5": false,
      "raum": 379229298.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108365",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}