Anne M. Hudick

FEE-ONLY FINANCIAL PLANNING, L.C.

Okatie, SC

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CRD#: 2045165

Professional summary

Anne Marie Hudick, CFP®, who also goes by Anne Marie Bowen, Anne Marie Gwynn, is a registered financial advisor currently at FEE-ONLY FINANCIAL PLANNING, L.C. located in Okatie, South Carolina.

Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Anne has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anne Marie Bowen | Anne Marie Gwynn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Marie Hudick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 22, 2001 - Present

FEE-ONLY FINANCIAL PLANNING, L.C.

RIA

CRD#: 108365

Okatie, SC

Past

February 21, 1991 - March 12, 1993

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

May 15, 1990 - January 3, 1991

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FEE-ONLY FINANCIAL PLANNING, L.C.

CRD#: 108365 / SEC#: 801-60251

RIA

Registered Investment Advisory firm - (5/23/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/17/2023)

IAR

Texas
(1/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/6/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/6/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FEE-ONLY FINANCIAL PLANNING, L.C.

CRD#: 108365 / SEC#: 801-60251

RIA

Registered Investment Advisory firm - (5/23/2001 Approved)

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Contact information

Main Address

Okatie, SC

Mailing Address

45 Sugar Mill Drive, Okatie, SC 29909

Phone number

(540) 342-7102

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2022 02 FORM ADV PART 2 (2/17/2025)

Regulatory assets under management

Total Number of Accounts	520
AUM (Assets Under Management)	$ 370,158,732

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anne M. Hudick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Marie Hudick's CRS (Customer Relationship Summary).

Certified licenses

Experience

FEE-ONLY FINANCIAL PLANNING, L.C.

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

FEE-ONLY FINANCIAL PLANNING, L.C.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/6/1990

Series 6

Date: 4/6/1990

Current Firm

FEE-ONLY FINANCIAL PLANNING, L.C.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FEE-ONLY FINANCIAL PLANNING, L.C.

TRUST BUT VERIFY

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