All-inclusive, transparent pricing.

We designed our pricing to be competitive and all-inclusive, so you can have confidence in every area of your financial life. As a 100% fee-only firm, we are paid solely and directly by our clients. We never accept commissions from the sale of insurance or investment products.

Our fee is based on the assets under our management and includes comprehensive financial planning and investment management.

Fully Financial does not have an asset minimum requirement.

Assets Under Management
Annual Fee
First $1,000,000
1.00%
Next $1,000,000
0.85%
Next $1,000,000
0.70%
Next $2,000,000
0.50%
All assets above $5,000,000
0.25%
*Clients with fewer than $300,000 in investable assets pay a minimum annual fee of $3,000.
Comprehensive Financial Planning + Investment Management
What's included:
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Your personal CFO — a trusted partner, CFP® professional, and financial advisor

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Tailored investment strategy and tax-efficient portfolio design

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Ongoing investment portfolio monitoring and implementation

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Dynamic portfolio rebalancing

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Strategic tax-loss and tax-gain harvesting

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24/7 access to portfolio performance reporting

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Personalized values- and goals-based planning

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Retirement analysis and income distribution planning

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Social Security analysis and strategies

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Cash flow management

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Debt structuring and prioritization

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Cash management strategies for emergency fund and short-term goals planning

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Tax planning and lifetime tax minimization strategies

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Tax return review and analysis

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Thorough insurance review and recommendations to properly protect your net worth

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Employee benefits and healthcare analysis

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Education planning and funding strategies

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Estate planning and beneficiary review

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Collaboration with your other professional advisors, such as your tax accountant and estate attorney

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Unlimited financial advice and access to our team

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Ongoing financial plan monitoring and adjustments

Take a step toward financial peace of mind.
Financial planning can be complicated and time-consuming. Let us do the heavy lifting, so you can focus on what matters most while being fully prepared for whatever comes next.
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