FULLY FINANCIAL

Overview

Fully Financial is an independent RIA structured as a limited liability company that serves individual, family and institutional clients. The firm focuses on traditional financial planning and discretionary portfolio management for individuals and small businesses, and it also provides pension consulting services. Its advisory model combines fee-based asset management (percentage of AUM) with hourly and fixed-fee engagements for planning and project work. Investmently, Fully Financial leans heavily on public funds and mutual fund wrappers for core equity and fixed-income exposures while tapping outside managers for non-core strategies. The firm does not identify as an active ESG investor and operates under a single-state registration footprint rather than as a multi-state adviser. Ownership is held by an individual principal, and the firm is positioned more as an allocator to third-party managers than as a direct capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices