FULLA Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
Fulla Financial Planning LLC is a fee-only registered investment adviser that provides financial planning and investment management to individuals and high-net-worth individuals. The firm operates as a solo practitioner and offers both ongoing and project-based planning along with portfolio management, aligning with common independent-firm practices such as charging percentage-of-AUM fees and advising on individual accounts.
Fulla’s investment approach emphasizes strategic asset allocation and passive investment management grounded in Modern Portfolio Theory, typically using mutual funds and ETFs and implementing client strategies on a discretionary basis when engaged for investment management. The firm also conducts educational seminars and speaking engagements for organizations and the public on personal finance topics; these seminars are purely educational and are not individualized advice to attendees.
Distinctive features include the firm’s very small current scale—reporting $0 in assets under management and two clients as of December 31, 2025—and its recent founding and registration, indicating an early-stage practice focused on planning and education rather than large AUM. A firm principal also volunteers on the investment committee of a charitable organization, participating in policy review and manager oversight without compensation, a notable outside activity for a solo independent adviser.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
General tax planning
Fee options
Fixed fees for Project-Based Financial Planning ranging from $600 to $12,000; Educational Seminars fees range from $0 to $1,500 per seminar
$0 - $600,000: Negotiable flat fee up to $6,000 annually $600,000+: Up to 1.00% annually (percentage of assets under management)
$300 per hour for Project-Based Financial Planning
Minimum fee: Up to $6,000 annually for Investment Management services for clients with less than $600,000 in managed assets; fees are negotiable Fee-only: Fee-only firm; only compensated by clients for advisory services; no commissions or sales-related compensation
Main office location
FULLA Financial Planning
Lyme NH, United States
Number of offices
1
Most active in
FULLA Financial Planning has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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