Fully Financial
Firm details
- Headquarters
- Athens, Georgia
- CRD number
- 326015
- Registered since
- July 14, 2026
- Website
- www.fullyfin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.39%
- Individuals26%
- Pension & Profit Sharing Plans2.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fully Financial is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee menu includes assets-under-management billing alongside hourly and fixed-fee arrangements, suggesting flexibility for planning engagements and project work. The firm does not identify as an ESG-driven investor and operates with a single-state footprint per available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Exchange Traded Equities2%
Contacts
3 of 3
Ryan Rasmussen
Financial PlannerCRD 7382656
Benjamin Jacobs-nichelson
Founder & Financial PlannerCRD 6935645
Cody Nichelson
Co-Founder & DirectorCRD 7717935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Athens, GA
Clarke
Location
Athens, GA
Headquartered in Athens, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Clarke
- Address
- 295 W Clayton St
- Time zone
- ET (UTC-5)
- Office locations
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