Full-service financial planning and investment management to help you organize and optimize your financial life, so you can have clarity and confidence in every money decision you make.
Together, we’ll organize and optimize your financial life so you can have clarity and confidence in every money decision.
Your financial plan should be all about you, not some cookie-cutter, computer-generated report. We'll get to know what matters to you, so we can design and deliver financial advice that aligns your spending and savings with your goals, values, and priorities.
You deserve an advisory team with an audacious passion for adding value to your life, not pushing products or chasing commissions. At Fully, you’ll get high-touch, responsive service from advisors 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
Working with a trusted financial advisor is an investment in your quality of life and your peace of mind, allowing you to spend less time thinking about money and more time focused on what matters most to you.
Clarity, confidence, and direction for every financial decision you face.
Strategies to optimize your after-tax return and 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.
We'll focus on the "money stuff," so you can focus on what matters most to you.
An advisory team that responds quickly whenever you need us.
Guided by their belief that thoughtful planning and fiduciary advice can ignite meaningful, life-changing impact, Fully co-founders Ben Jacobs and Cody Nichelson designed a boutique firm that prioritizes high-touch, human-centered client service.
At Fully, we believe the right relationships can help build anything. That's why we treat our clients like family. Working together, we'll cover everything your money touches, so you have clarity and confidence in every financial decision.
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