Full of Grace Financial

Updated today

Find your advisor

Client assets under management

$23,226,050

Clients

17% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$368,667

About

Full of Grace Financial provides investment management, ongoing financial planning, and retirement plan consulting and management to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm offers discretionary portfolio management alongside written financial plans and periodic client reviews.

The firm establishes investment policy through client discussions and implements asset allocation using a blend of passive and active strategies, with the ability to customize portfolios for socially responsible objectives. It also incorporates third‑party model portfolios and outside managers — including the Betterment for Advisors platform and an external model provider — and discloses the use and risks of alternative investments when suitable.

Compared with peers, Full of Grace is notable for offering ERISA-focused retirement plan management and consulting within a small, recently formed two-advisor practice managing roughly $23 million in discretionary assets. The firm requires clients to custody assets with selected custodians, executes trades on an individual-account basis rather than block trading, and bills planning on an ongoing monthly basis.

Client services

Financial planning Portfolio management Pension consulting

Expertise

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%

Other

Fee-only: Financial planning fixed fees ranging from $50 to $500 monthly, including an initial fee up to $500.

Main office location

Full of Grace Financial

Roanoke IN, United States

Number of offices

Most active in

Indiana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website (260)438-9283

Advisors at this firm

Luke M

Series 63, Series 65

Roanoke, IN

Full of Grace Financial

Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, offers discretionary portfolio management, and customizes portfolios for socially responsible objectives.

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner

Joshua S

ChFC®, Series 63, Series 65

Roanoke, IN

Full of Grace Financial

Joshua Salway is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Full of Grace Financial, where he has worked since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Vestia Personal Wealth Advisors. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm uses a combination of passive and active investment strategies, including socially responsible options, and offers ERISA-focused retirement plan management within a small, two-advisor practice.

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support