We offer full-service financial planning and investment management to help you find the right balance between securing your future and living fully today.
We offer full-service financial planning and investment management to help you find the right balance between securing your future and living fully today.
Goals, dreams, and plans. Everyone has them, but no two are exactly the same. As your trusted fiduciary, we’ll bring all the pieces together so you can feel confident you're making the right money decisions.
Working with a trusted financial advisor is an investment in your peace of mind. We'll do all the heavy lifting, so you can spend less time thinking about money and more time focused on what matters most to you.
Our Planning ProcessYou deserve a financial advisor who is actually going to help you — not push products or chase their next commission check. With Fully, you’ll get high-touch service from a fiduciary financial planner who’s always focused on what’s best for you.
Fee-only, transparent, and all-inclusive pricing
Guidance from a CFP® professional — the gold standard of financial planning certifications
Fiduciary 100% of the time
Comprehensive goals-based financial roadmap
Daily portfolio monitoring and dynamic rebalancing
Low-cost, tax-efficient investments with broad diversification tailored to your risk tolerance
Advisory services for all your investment accounts — including your 401(k)
No minimum asset requirement
Unlimited adjustments and on-demand advice
Concierge services, such as collaborating with your tax accountant and estate attorney
Commission-based sales incentives and hidden fees
Working with an advisor who is not a CFP® professional or formally educated in financial planning
Working with an advisor who cannot commit to acting as your fiduciary at all times
Generic, templated financial planning and advice
Time-based portfolio rebalancing
Limited investment options and proprietary products, sometimes with high underlying costs
Being left on your own to manage your employer-sponsored retirement plan, like 401(k)s
$1,000,000+ asset minimum requirement
A limited number of live engagements
Guided by their belief that everyone can benefit from having a trusted financial partner, Fully co-founders Ben Jacobs and Cody Nichelson created a personalized, human-centered, and high-touch approach to client service.
At Fully, we treat our clients like family. Working together, we'll help cover everything your money touches, so you have clarity and confidence in all your financial decisions.
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