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.

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%

Fully Financial does not have an asset minimum requirement.

Clients with fewer than $300,000 in investable assets pay a minimum annual fee of $3,000.

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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Portfolio performance reporting

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Personalized values- and goals-based planning

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Comprehensive retirement planning

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Cash flow management

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Debt structuring and prioritization

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Cash management strategies

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Tax planning and lifetime tax minimization strategies

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Tax return review and analysis

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Risk management and net worth protection

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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 partners (accountant, estate attorney, etc.)

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Unlimited financial advice and access

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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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