Fuller Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$84,421,432
Clients
68
43% 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
68
Very HighAverage account size
$1,241,492
About
Fuller Wealth Advisors provides fee‑only financial planning and discretionary investment management to individuals, families, trusts and estates, and small businesses and related entities. In addition to typical private‑client work, the firm also serves charitable organizations (foundations and endowments), pension and profit‑sharing plans, and other institutional clients.
The firm’s investment process is research‑driven and centers on strategic asset allocation and a long‑term, buy‑and‑hold orientation, implemented primarily through low‑cost, passively oriented mutual funds (including access to Dimensional Funds Advisors offerings) with periodic rebalancing. Financial planning services are integrated with portfolio management and can include cash‑flow, tax and estate planning, and ongoing discretionary monitoring with periodic client reviews.
What is uncommon for a solo independent adviser is the firm’s provision of pension consulting and direct portfolio management for institutional and charitable accounts alongside individual client work. Fuller Wealth Advisors operates under a fiduciary, fee‑only model (no commissions or referral fees), uses established custodians (e.g., Charles Schwab) for client asset custody, and emphasizes individualized tax‑lot management rather than routine block trading.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Charitable giving & philanthropy
Real estate investing
Occupation focus
Founder/Business Owner
Attorney
Demographic focus
Mid-Career Professionals
Fee options
Fixed fees may be charged as established in client agreement.
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.5% annually
Hourly fee of $300 for certain services as set forth in client agreement.
Account minimum: $500,000 Minimum fee: Accounts below $500,000 may be charged a fee up to $5,000 Fee-only: Fees paid directly by clients; no commissions or referral fees accepted.
Main office location
Fuller Wealth Advisors
2727 Buford Road, Suite 1 B
Richmond VA 23235, United States
Number of offices
1
Most active in
Fuller Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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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