A complete list of active advisors currently associated with Full Body Finance
Warmer can help you find a great advisor at Full Body Finance or one who fits your needs even better.
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.
To learn more about the advisors currently working at Full Body Finance, 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 |
|---|---|---|
Boulder, CO
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")