Fuller Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fuller Wealth Advisors provides fee‑only financial planning and discretionary investment management to individuals, families, trusts and estates, and small businesses and related entities. In addition to typical private‑client work, the firm also serves charitable organizations (foundations and endowments), pension and profit‑sharing plans, and other institutional clients.
The firm’s investment process is research‑driven and centers on strategic asset allocation and a long‑term, buy‑and‑hold orientation, implemented primarily through low‑cost, passively oriented mutual funds (including access to Dimensional Funds Advisors offerings) with periodic rebalancing. Financial planning services are integrated with portfolio management and can include cash‑flow, tax and estate planning, and ongoing discretionary monitoring with periodic client reviews.
What is uncommon for a solo independent adviser is the firm’s provision of pension consulting and direct portfolio management for institutional and charitable accounts alongside individual client work. Fuller Wealth Advisors operates under a fiduciary, fee‑only model (no commissions or referral fees), uses established custodians (e.g., Charles Schwab) for client asset custody, and emphasizes individualized tax‑lot management rather than routine block trading.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees may be charged as established in client agreement.
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.5% annually
Hourly fee of $300 for certain services as set forth in client agreement.
Account minimum: $500,000 Minimum fee: Accounts below $500,000 may be charged a fee up to $5,000 Fee-only: Fees paid directly by clients; no commissions or referral fees accepted.
Main office
2727 Buford Road, Suite 1 B
Richmond VA 23235
Advisors at this office
1
Most active in
Virginia
Also doing business as
Fuller Wealth Advisors · Fuller Wealth Advisors, Inc.
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
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