Ben Jacobs-Nichelson
Fully Financial · Athens, Georgia
Ben Jacobs-Nichelson is a fee-only financial advisor at Fully Financial in Athens, Georgia, who holds the CFP, EA and MSFP credentials.
- $111M
- Firm assets managed
- $198,000
- Firm's average account
What Ben focuses on
How does Ben's firm compare?
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Fully Financial's average account is about $198,000, from its Form ADV (assets managed divided by 561 accounts).
Questions about Ben
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $111.1M across 561 accounts |
| Credentials | CFP · EA · MSFP |
| SEC registration | Investment adviser representative in GA, LA · CRD 6935645 |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | fullyfin.com |
| Profile |
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Other fee-only advisors in Athens
Other advisors in Georgia who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Fully Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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