Full-service financial planning and investment management to help you get where you want to be tomorrow while living fully today.
Full-service financial planning and investment management to help you get where you want to be tomorrow while living fully today.
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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.
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