FULLA Financial Planning
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About
Fulla Financial Planning LLC is a fee-only registered investment adviser that provides financial planning and investment management to individuals and high-net-worth individuals. The firm operates as a solo practitioner and offers both ongoing and project-based planning along with portfolio management, aligning with common independent-firm practices such as charging percentage-of-AUM fees and advising on individual accounts.
Fulla’s investment approach emphasizes strategic asset allocation and passive investment management grounded in Modern Portfolio Theory, typically using mutual funds and ETFs and implementing client strategies on a discretionary basis when engaged for investment management. The firm also conducts educational seminars and speaking engagements for organizations and the public on personal finance topics; these seminars are purely educational and are not individualized advice to attendees.
Distinctive features include the firm’s very small current scale—reporting $0 in assets under management and two clients as of December 31, 2025—and its recent founding and registration, indicating an early-stage practice focused on planning and education rather than large AUM. A firm principal also volunteers on the investment committee of a charitable organization, participating in policy review and manager oversight without compensation, a notable outside activity for a solo independent adviser.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning ranging from $600 to $12,000; Educational Seminars fees range from $0 to $1,500 per seminar
$0 - $600,000: Negotiable flat fee up to $6,000 annually $600,000+: Up to 1.00% annually (percentage of assets under management)
$300 per hour for Project-Based Financial Planning
Minimum fee: Up to $6,000 annually for Investment Management services for clients with less than $600,000 in managed assets; fees are negotiable Fee-only: Fee-only firm; only compensated by clients for advisory services; no commissions or sales-related compensation
Main office
Lyme NH
Advisors at this office
1
Most active in
New Hampshire
Also doing business as
Fulla Financial Planning · Fulla Financial Planning 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.
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