Full-service financial planning and investment management to 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, we’ll bring all the pieces together to build a plan that’s fully yours.
Working with a trusted financial advisor is an investment in you: your confidence, your certainty, your time, and your peace of mind.
You deserve 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 who’s always focused on what’s best for you.
Premier, boutique client service
Fee-only, independent 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 dynamic implementation
Low-cost, tax-efficient investments with broad diversification
Tax planning to minimize 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 time interval-based rebalancing
Not always a CFP®
Not always a fiduciary at all times
Not always formally educated in financial planning
Some commission-based sales incentives
Some conflict of interest between clients and broker-dealers or wholesalers
Limited investment options and proprietary products
Limited tax-loss or tax-gain harvesting strategies to reduce taxation
May not manage employer-sponsored retirement plans like 401(k)s
May have $1,000,000+ asset minimum requirement
Standard 1-2 live 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. That's why were created a fee-only financial planning company with no asset minimum requirement.
As a local boutique firm, we’re bringing goals-based, fiduciary financial advice to more people.