Full of Grace Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%
Fee-only: Financial planning fixed fees ranging from $50 to $500 monthly, including an initial fee up to $500.
Main office
Roanoke IN
Advisors at this office
2
Most active in
Indiana · Texas
Also doing business as
Full Of Grace Financial · Full Of Grace Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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 in Roanoke, Indiana, holding Series 63 and Series 65 licenses 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 firm employs a blend of passive and active asset allocation strategies, offers discretionary portfolio management, and is notable for its ERISA-focused retirement plan services within a small, two-advisor practice.
Joshua S
ChFC®, Series 63, Series 65
Roanoke, IN
Full of Grace Financial
Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Full of Grace Financial, Salway held roles at Northwestern Mutual Wealth Management Company, Vestia Personal Wealth Advisors, and several other firms. 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 combines passive and active strategies, offers discretionary portfolio management, and incorporates third-party models, including the Betterment for Advisors platform.
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