# Ben Jacobs-Nichelson

> Ben Jacobs-Nichelson is a fee-only financial advisor at Fully Financial in Athens, Georgia, who holds the CFP, EA and MSFP credentials. Ben focuses on retirement planning, tax planning and estate & legacy planning. Fully Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ben-jacobs-nichelson/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Fully Financial
- **Based in:** Athens, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $111.1M across 561 accounts
- **Credentials:** CFP, EA, MSFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6935645 (https://adviserinfo.sec.gov/individual/summary/6935645)
- **SEC registration:** Investment adviser representative in GA, LA
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://fullyfin.com

## Frequently asked questions

### Is Ben Jacobs-Nichelson a fee-only financial advisor?

Yes. Ben Jacobs-Nichelson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ben's firm.

### How does Ben Jacobs-Nichelson charge for financial advice?

Ben's firm, Fully Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Ben Jacobs-Nichelson charge?

According to Fully Financial's website, checked October 28, 2026: no asset minimum.

### Where is Ben Jacobs-Nichelson based?

Ben Jacobs-Nichelson is based in Athens, Georgia.

### What does Ben Jacobs-Nichelson specialize in?

Ben Jacobs-Nichelson's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Ben Jacobs-Nichelson hold?

Ben Jacobs-Nichelson holds the CFP, EA and MSFP credentials.

### Is Ben Jacobs-Nichelson registered with the SEC?

Yes. Ben Jacobs-Nichelson is registered as an investment adviser representative in GA and LA (CRD 6935645), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Fully Financial manage?

Fully Financial reports $111.1M across 561 accounts in assets under management.

### How do I contact Ben Jacobs-Nichelson?

Through Ben Jacobs-Nichelson's website, fullyfin.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/ben-jacobs-nichelson-11490): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.fullyfin.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.