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Full Body Finance

Updated today

Client AUM

$0

Clients

3

Advisors

1

of 1 employees

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

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Fee options

Fixed

Special Projects: negotiated fixed fees; Group Courses: $50 to $6,000+; Membership platforms: $199 to $499 per month

Percentage

$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

Other

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

4818 Hopkins Place

Boulder CO 80301

Advisors at this office

1

Most active in

Colorado

Also doing business as

Full Body Finance · Life.Money.Balance. · Mmeyer Consulting, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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