# FEE-Only Financial Planning, L.C.

> 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.

- CRD: 108365
- Filed as: FEE-ONLY FINANCIAL PLANNING, L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Okatie, SC
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108365
- AdvisorCensus page: https://advisorcensus.com/firm/fee-only-financial-planning-l-c-okatie-sc-108365

## Quick answers

**How is FEE-Only Financial Planning, L.C. compensated?**
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.

**Where is FEE-Only Financial Planning, L.C. located?**
FEE-Only Financial Planning, L.C.'s principal office is in Okatie, SC, according to its Form ADV.

**Is FEE-Only Financial Planning, L.C. registered with the SEC or a state?**
FEE-Only Financial Planning, L.C. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 108365.

**How much does FEE-Only Financial Planning, L.C. manage?**
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).

**How have FEE-Only Financial Planning, L.C.'s assets and staff changed since 2021?**
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.

**What types of clients does FEE-Only Financial Planning, L.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (48).

**Which custodians does FEE-Only Financial Planning, L.C. use?**
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.

**Does FEE-Only Financial Planning, L.C. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $404,368,224
- Discretionary: $394,661,715
- Non-discretionary: $9,706,509

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $25,138,926 |
| High net worth individuals | 93 | $379,229,298 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2001 (25 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [feeonlyfamily.com](https://feeonlyfamily.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $328,312,264 | 3 | March 16, 2021 |
| October 2022 | $364,429,769 | 3 | February 4, 2022 |
| October 2023 | $307,748,548 | 3 | October 2, 2023 |
| October 2024 | $347,703,986 | 3 | March 10, 2024 |
| October 2025 | $370,158,732 | 3 | February 18, 2025 |
| October 2026 | $404,368,224 | 3 | February 12, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FEE-Only Financial Planning, L.C. (CRD 108365): Form ADV filing data as of October 2026.