Firm
Fully Financial
Athens, Georgia
Fee-only
Fully Financial at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 119 individual clients, 34 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 561 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Athens, Georgia |
|---|---|
| Website | fullyfin.com |
| [email protected] | |
| Phone | (706) 389-8426 |
Fully Financial 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.
| Account minimum | None |
|---|
In the firm's words
"No minimum asset requirement" 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 | $111 million |
| Individual clients | 85 |
| High-net-worth clients | 34 |
| Accounts managed | 561 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-136738) |
| Financial planning | Offered |
| Form ADV filed | July 2, 2026 |
| SEC record | CRD 326015 |