Full Life Financial Planning

Overview

Full Life Financial Planning operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering both financial planning and portfolio management for individuals and small businesses. Its fee model is hybrid: percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests a mix of ongoing investment management relationships and project-based planning work. Investment activity centers on pooled public funds—chiefly mutual funds—with an expressed orientation toward ESG considerations (the firm identifies as an active ESG investor). Full Life is not positioned as a capital allocator and does not report managing external alternative-fund programs or acting as a multi-state adviser. The practice appears relationship-driven and planning-focused given its small client base and the simultaneous use of discretionary and non-discretionary mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices