FEE-ONLY FINANCIAL PLANNING

FEE-ONLY FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 128824). Regulatory assets under management: $62.0M.

Registration

• CRD: 128824
• Type: Registered investment adviser
• Phone: 413-586-8002
• Latest filing: 2026-03-24
• Regulatory AUM: $62.0M
• Discretionary AUM: $62.0M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 128824 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search