Firm
Full of Grace Financial
Roanoke, Indiana
Fee-only
Full of Grace Financial at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the ChFC.
- Its Form ADV reports 2 employees and 63 individual clients, 11 of them high net worth.
- Its average account is about $106,000 (assets it manages divided by its 220 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Indiana median of $3,500.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Roanoke, Indiana |
|---|---|
| Website | fullofgracefinancial.com |
| [email protected] | |
| Phone | (260) 438-9283 |
Full of Grace Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| Asset-based fee | 1.1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"This monthly planning fee ranges from $150–$500, depending on complexity." source
"$0 – $250,000 1.10%" source
"$1,000,001 and Above 0.80%" source
"$0 – $250,000 1.10%" 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 · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 52 |
| High-net-worth clients | 11 |
| Accounts managed | 220 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 329813 |