Full-service financial planning and investment management to help you secure your future while living fully today.
We’ll help align your spending and savings with your goals and values. By bringing all the pieces of your financial life together, you can be confident you're making the right money decisions.
Working with a trusted financial advisor is an investment in your peace of mind. We'll do the heavy lifting, so you can spend less time thinking about money and more time focused on what matters most to you.
See Our Planning Process
Clarity, confidence, and direction for every financial decision you face.
Spending and savings strategies to minimize your lifetime taxation.
CFP® professionals quarterbacking core areas of your financial life.
Steady, objective partners to help you take the guesswork out of your finances.
Get the level of service you want and deserve from an advisory team that's committed to earning your trust, adding value to your life, and bringing you greater peace of mind.
A team that does the heavy lifting, so you can focus on what matters most to you.
An advisory team you can easily and quickly get a hold of when you need us.
You deserve a financial advisor who is actually going to help you — not push products or chase commissions. With Fully, you’ll get high-touch service from fee-only financial planners who are always focused on what’s best for you.
Fee-only, transparent, and all-inclusive pricing
Guidance from a CFP® professional — the gold standard of financial planning certifications
Fiduciary 100% of the time
Comprehensive goals-based financial plan
Daily portfolio monitoring and dynamic rebalancing
Low-cost, tax-efficient investments with broad diversification tailored to your risk tolerance
Advisory services for all your investment accounts — including your 401(k)
No minimum asset requirement
Unlimited adjustments and on-demand advice
Concierge services, such as collaborating with your tax accountant and estate attorney
Commission-based sales incentives and hidden fees
Working with an advisor who is not a CFP® professional or formally educated in financial planning
Working with an advisor who cannot commit to acting as your fiduciary at all times
Generic, templated financial planning and advice
Time-based portfolio rebalancing
Limited investment options and proprietary products, sometimes with high underlying costs
Being left on your own to manage your employer-sponsored retirement plan, like 401(k)s
$1,000,000+ asset minimum requirement
A limited number of live engagements
Guided by their belief that everyone can benefit from having a trusted financial partner, Fully co-founders Ben Jacobs and Cody Nichelson created a personalized, human-centered approach to client service.
At Fully, we treat our clients like family. Working together, we'll help cover everything your money touches, so you have clarity and confidence in all your financial decisions.
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