A complete list of active advisors currently associated with Fully Financial
Warmer can help you find a great advisor at Fully Financial or one who fits your needs even better.
Fully Financial is a fee-only registered investment adviser serving primarily affluent and emerging-affluent households, their related entities, trusts, estates, and family businesses, and it also manages endowments and company retirement plans. The firm provides comprehensive wealth management—investment management and financial planning—and serves as a 3(38) investment fiduciary for employer retirement plans. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification implemented predominantly with passive ETFs while using active manager selection and tactical adjustments when appropriate. Fully Financial manages client accounts on a discretionary basis, integrates tax-aware practices such as asset location across held-away retirement accounts and tax-loss/gain harvesting, and provides ongoing financial planning and portfolio monitoring. Founded in May 2023, the two-advisor firm manages approximately $111,147,400 in discretionary assets and is registered as a fee-only adviser with NAPFA, disclosing that it accepts no commissions or soft-dollar benefits. Distinctive features relative to many peers include integrating held-away retirement accounts into each client’s overall portfolio for tax efficiency and offering formal 3(38) fiduciary retirement-plan services in addition to individual wealth management.
To learn more about the advisors currently working at Fully Financial, 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 |
|---|---|---|
Athens, GA
| 8
| |
Athens, GA
| 1
|
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