A complete list of active advisors currently associated with FULLA Financial Planning

Warmer can help you find a great advisor at FULLA Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at FULLA Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sarah Glass	Lyme, NH	1

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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