Gina Hagen
Full Circle Financial Planning · Topanga, California
Gina Hagen is a fee-only financial advisor at Full Circle Financial Planning in Topanga, California, who holds the CFP and CPA credentials. Gina charges hourly fees, a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $2,000 and $250 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Full Circle Financial Planning |
|---|---|
| Based in | Topanga, California |
| Fee model | Hourly · Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $2,000 · $250 an hour · 0.55%–0.75% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $7.1M across 33 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA · CRD 7768195 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fullcirclefinancialplanning.com |
| Profile |
How Gina's firm compares
- A one-time plan starts at $2,000, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- Full Circle Financial Planning's average account is about $215,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Gina
Is Gina Hagen a fee-only financial advisor?
Yes. Gina Hagen 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 Gina's firm.
How does Gina charge for financial advice?
Gina charges hourly fees, a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Gina charge?
According to Full Circle Financial Planning's website, checked October 28, 2026: one-time plans from $2,000; $250 an hour; 0.55%–0.75% a year of assets managed.
Where is Gina Hagen based?
Gina Hagen is based in Topanga, California.
What does Gina specialize in?
Gina's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Gina Hagen hold?
Gina Hagen holds the CFP and CPA credentials.
Is Gina Hagen registered with the SEC?
Yes. Gina Hagen is registered as an investment adviser representative in CA (CRD 7768195), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Full Circle Financial Planning manage?
Full Circle Financial Planning reports $7.1M across 33 accounts in assets under management.
How do I contact Gina Hagen?
Through Gina's website, fullcirclefinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Full Circle Financial Planning 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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