DBA FEE ONLY FINANCIAL PLANNING, INC.

DBA FEE ONLY FINANCIAL PLANNING, INC. is an SEC-registered investment adviser (CRD 114618). Regulatory assets under management: $80.0M.

Registration

• CRD: 114618
• Type: Registered investment adviser
• Phone: 817-794-0998
• Latest filing: 2025-03-18
• Regulatory AUM: $80.0M
• Discretionary AUM: $80.0M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114618 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search