Updated:Jul 6, 2026

FEE-ONLY FINANCIAL PLANNING, L.C.

FEE-ONLY FINANCIAL PLANNING, L.C. is an SEC-registered investment adviser in OKATIE, SC, registered since 2001. The firm manages $404 million in assets, $395...

FEE-ONLY FINANCIAL PLANNING, L.C.

FEE-ONLY FINANCIAL PLANNING, L.C. is an SEC-registered investment adviser in OKATIE, SC, registered since 2001. The firm manages $404 million in assets, $395 million on a discretionary basis. It employs 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

What is FEE-ONLY FINANCIAL PLANNING, L.C.?

FEE-ONLY FINANCIAL PLANNING, L.C. is a ria based in United States.

Where is FEE-ONLY FINANCIAL PLANNING, L.C. headquartered?

FEE-ONLY FINANCIAL PLANNING, L.C. is headquartered in United States, in the North America region.

What does Altss track for FEE-ONLY FINANCIAL PLANNING, L.C.?

Altss maintains an OSINT-verified profile of FEE-ONLY FINANCIAL PLANNING, L.C. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is FEE-ONLY FINANCIAL PLANNING, L.C.?

FEE-ONLY FINANCIAL PLANNING, L.C. is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on FEE-ONLY FINANCIAL PLANNING, L.C.?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was FEE-ONLY FINANCIAL PLANNING, L.C.'s Altss profile last updated?

FEE-ONLY FINANCIAL PLANNING, L.C.'s profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.