← Tributary

FEE-ONLY FINANCIAL PLANNING, L.C.

· CRD 108365 · IAPD ↗ · feeonlyfamily.com · 540-342-7102

$404.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
March 2025 — FEE-ONLY FINANCIAL PLANNING, L.C. changed its website from feeonlyroanoke.com to feeonlyfamily.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
April 2024 — FEE-ONLY FINANCIAL PLANNING, L.C. now reports custody of client assets ($203.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.