FEE-ONLY FINANCIAL ADVISORS, LLC

FEE-ONLY FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 285747). Regulatory assets under management: $25.7M.

Registration

• CRD: 285747
• Type: Registered investment adviser
• Phone: (352) 527-3465
• Latest filing: 2026-03-27
• Regulatory AUM: $25.7M
• Discretionary AUM: $16.7M
• Non-discretionary AUM: $9.0M
• Clients: 1
• Accounts: 74

Business model

Compensation: % of AUM, Hourly, Fixed.

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 285747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search