Full Body Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
3
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$0
About
Full Body Finance serves individual and household clients, including high-net-worth and charitable accounts, with comprehensive financial planning, ongoing coaching, and optional discretionary investment management. Services are delivered as continuing engagements (typically 12 months with renewal options) and also include group education and membership-style resources.
The firm emphasizes a blended planning-and-coaching approach that explicitly addresses clients’ financial histories, money mindsets, and decision-making processes (including somatic-based tools) alongside traditional asset-allocation and long-term investment strategies. Portfolios are constructed with diversification in mind using funds and ETFs, and client preferences such as socially responsible investing and account restrictions are incorporated into investment policy statements.
Distinctive features include regular educational offerings—periodic newsletters, seminars/workshops, and a membership platform—which the firm highlights as part of its client outreach and education. The firm operates at a very small scale for an independent adviser (only a handful of clients and currently no reported assets under management) and primarily uses flat annual service tiers rather than the percentage-of-assets billing model common among peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Debt management
Fee options
Special Projects: negotiated fixed fees; Group Courses: $50 to $6,000+; Membership platforms: $199 to $499 per month
$0 - $3,000,000: Flat fee included in $30,000 annual Financial Concierge tier Above $3,000,000+: 0.50% annually on assets above $3 million
Fee-only: Financial Planner: $10,000 annually; Financial Partner: $20,000 annually; Financial Concierge: $30,000 annually plus 0.50% on assets above $3 million (fee cap $100,000 total)
Main office location
Full Body Finance
Boulder CO, United States
Number of offices
1
Most active in
Full Body Finance has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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