Firm
Full Circle Financial Planning
Topanga, California
Fee-only
Full Circle Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 44 individual clients.
- Its average account is about $215,000 (assets it manages divided by its 33 accounts).
- Its hourly rate of $250 is below the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Topanga, California |
|---|---|
| Website | fullcirclefinancialplanning.com |
| [email protected] |
Full Circle Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 0.55% to 0.75% a year |
| How it charges | Hourly · Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"My rate is $250 per hour." source
"or $2,000 – $2,500 in total." source
"start at .75% and reduce to .55% depending on your asset balance" source
"start at .75% and reduce to .55% depending on your asset balance" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 44 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 327297 |