Your dreams don’t have to wait until you retire. With full-service financial planning and unbiased advice, we’ll help you get where you want to be tomorrow while living fully today.
Your dreams don’t have to wait until you retire. With full-service financial planning and unbiased advice, we’ll help you get where you want to be tomorrow while living fully today.
Goals, dreams, and plans. Everyone has them, but no two are exactly the same. As your trusted fiduciary, financial coach, and personal CFO, we’ll bring all the pieces together to build a plan that’s fully yours.
You need a financial advisor who is actually going to help you — not push products or chase commission checks. With Fully, you’ll get high-touch, personalized service from a fiduciary financial planner that’s always focused on what’s best for you.
Personalized, white-glove service
Unbiased financial advice
CFP® professional — the gold standard of financial planning certifications
Fiduciary 100% of the time
Comprehensive and personalized goals-based planning
Investment portfolio design and implementation
Low-cost, tax-efficient investments with broad diversification
Tax planning to reduce lifetime taxation
Transparent, competitive, and all-inclusive pricing
No minimum asset requirements
Unlimited adjustments and ongoing financial advice
A personal CFO for your household
Generic planning
Standard portfolio design and management
Not always a CFP®
Not always a fiduciary
Not always formally educated in financial planning
Commission-based sales incentives
Competing loyalties between clients and broker-dealers
Limited investment options and proprietary products
No tax-loss or tax-gain harvesting strategies to reduce taxation
Does not manage employer-sponsored retirement plans like 401(k)s
$1,000,000+ asset minimum requirement
1-2 engagements per year
Fully Co-Founders Ben Jacobs and Cody Nichelson took their years of experience in the financial planning industry to create a more personalized and service-minded approach to working with clients.
We believe everyone can benefit from having an unbiased and trusted financial partner. While many larger firms require you to have at least $1,000,000 before working with them, Fully has no asset minimum requirement. As a local boutique firm, we’re bringing goals-based, fiduciary financial advice to more people.
Fully Financial is a registered investment adviser with the state of Georgia, and may only transact business with residents of Georgia, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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