Advisor at Fuller Wealth Advisors
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Firm
Fuller Wealth Advisors
Location
Richmond, VA 23235
Credentials
CFP®, Series 65
Industry experience
20 years
Wendell Fuller is a Certified Financial Planner™ and holds a Series 65 license with 20 years of industry experience. He has led Fuller Wealth Advisors, Inc. since 2011. The firm is a fee-only independent investment advisory and financial planning practice based in Richmond, VA. Fuller Wealth Advisors serves individuals, families, trusts, estates, small businesses, charitable organizations, foundations, and certain institutional clients. The firm follows an evidence-based investment approach focused on strategic asset allocation and long-term buy-and-hold strategies, emphasizing tax efficiency and fiduciary standards.
Based on Fuller Wealth Advisors
Based on Fuller Wealth Advisors
Fixed fees may be charged as agreed in the client’s written agreement.
$0 - $1,000,000: 1% per annum $1,000,001 - $2,000,000: 0.75% per annum $2,000,001+: 0.5% per annum
$300 per hour for certain services as set forth in client's written agreement
Account minimum: $500,000 generally Minimum fee: Accounts below $500,000 may be charged a fee not to exceed $5,000 Fee-only: Fees based on percentage of AUM, hourly charges, and fixed fees; no commissions accepted.
2727 Buford Road, Suite 1 B
Richmond, VA 23235
Virginia
Fuller Wealth Advisors, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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