Fuller Wealth Advisors, Inc.
North Chesterfield, Virginia
Fuller Wealth Advisors, Inc. at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 68 individual clients, 29 of them high net worth.
- Its average account is about $280,000 (assets it manages divided by its 301 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | North Chesterfield, Virginia |
|---|---|
| [email protected] | |
| Phone | (804) 977-1122 |
Questions about Fuller Wealth Advisors, Inc.
How is Fuller Wealth Advisors, Inc. paid?
Fuller Wealth Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Fuller Wealth Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fuller Wealth Advisors, Inc..
What is the average account at Fuller Wealth Advisors, Inc.?
Fuller Wealth Advisors, Inc.'s average account is about $280,000. That's the assets on its Form ADV divided by its 301 accounts.
What does Fuller Wealth Advisors, Inc. specialize in?
Fuller Wealth Advisors, Inc.'s advisors and website list retirement planning, estate & legacy planning, tax planning and equity compensation.
Fuller Wealth Advisors, Inc. fees
Fuller Wealth Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $84 million |
| Individual clients | 39 |
| High-net-worth clients | 29 |
| Accounts managed | 301 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 158891 |
Advisors at this firm (1)
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