Fee-Only Financial Planning ℠

Privacy, Legal & Compliance Information

Fee-Only Financial Planning respects your right to privacy. Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We continue to be committed to secure the confidentiality and integrity of your personal information. We are proud of our privacy practices and want our current and prospective customers to understand what information we collect and how we use it.

Fee-Only Financial Planning has developed a Business Continuity Plan detailing how we will respond to events that significantly disrupt our business.

We are required to provide our clients with a Brochure (Form ADV2 Part 2) describing our business.

To access our SEC ADV Form (ADV Part 1) visit the SEC website and use FOFP's firm IARD #128824.