Financial planning
that's fully
personalized.

Everyone can benefit from fiduciary financial advice that puts their best interests first. From that core belief, we created Fully Financial as the firm we'd want our own parents to hire.

As a boutique firm, Fully is low-volume and high-touch. Our thoughtfully designed approach prioritizes holistic service and all-inclusive pricing to help families grow, protect, and enjoy their savings.

Your financial plan should be all about you. That's why we build your plan around your goals and values, not some cookie-cutter computer-generated report.

A photo of Ben Jacobs and Cody Nichelson from Fully Financial meeting with a client around a conference room table.
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fee only
Athens Area Chamber of Commerce logo
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fully /ˈfʊli/ completely or entirely; to the furthest extent.
True to its meaning, Fully exists to provide the most comprehensive and complete fiduciary financial planning services. We’ll bring all the pieces together, so you can see where you are, where you’re going, and how we’re going to get there.
ben
Ben Jacobs, M.S., CFP®, EA, AIF®
Co-Founder + Financial Planner

Ben is an experienced Certified Financial Planner™ professional and co-founder of Fully Financial.

He earned his master’s degree in financial planning from the University of Georgia in 2016, and has spent his entire career as a fee-only financial planner.

Since he was 19, Ben has been passionate about helping people understand financial nuances and make money decisions that are best for them and their families.

Beyond serving his clients, Ben has provided pro bono financial counseling and tax preparation services for families in the Athens community. He also works as a part-time instructor of financial planning at the University of Georgia.

Outside of financial planning, Ben serves as the treasurer for two local nonprofits: Books for Keeps and Athens Pride and Queer Collective. He also enjoys spending time with his three rescue dogs, reading Harry Potter, running, and baking.

Ben's bio
cody
Cody Nichelson
Co-Founder + Director of Operations

Cody is a skilled communicator, strategic business leader, and co-founder of Fully Financial.

He earned his bachelor’s degree in public relations from the University of Georgia. For the first seven-plus years of his career, Cody worked for an independent communications and consulting agency, where he served national, regional, and local brands.

Cody was drawn to the fee-only financial planning industry because he believed this approach truly made a difference in people’s lives, and he wanted to find ways to connect more people to fiduciary advice and planning services.

Outside of the office, Cody serves as president of the board for Athens Area Habitat for Humanity and on the governance committee for Athens Pride and Queer Collective. He enjoys watching sports (Go Dawgs!), visiting coffee shops, taking walks around Athens, and spending time with his family, including his three rescue dogs — Finn, Delilah, and Chance.

Cody's bio

No matter where life takes you, we’re here for you — fully.

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