Full Bloom Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,352,706
Total clients
8
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$169,088
About
Full Bloom Financial is a fee-only independent adviser that serves individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses with wealth management, comprehensive financial planning, and investment management services. The firm’s service set explicitly includes business planning and exit-planning work alongside retirement, tax, insurance, and college-savings planning.
The firm provides ongoing investment advice and typically manages accounts on a non-discretionary basis, obtaining client approval before executing transactions; its Form ADV reports $0 in discretionary assets and $1,352,706 in non-discretionary assets as of December 31, 2025. Investment implementation combines asset-allocation modeling, passive and active strategies, use of outside managers, and options for socially or Biblically responsible portfolios, with financial plans maintained as dynamic, ongoing tools.
Compared with many independent peers, Full Bloom does not rely on percentage-of-AUM billing and instead discloses fixed advisory fees in its brochure, and its materials describe exit-planning credentials relevant to business owners. The firm’s marketing practices—disclosing endorsements, third‑party ratings, and client testimonials—along with its work for charitable and corporate clients, represent less common features among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Demographic focus
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Fee options
Minimum fee: Annual fee range $4,000 - $8,000, paid monthly or quarterly in advance; negotiable based on client needs and complexity Fee-only: Fee-only compensation; no commissions or other sales-related compensation
Main office location
Full Bloom Financial
235 E Main St, Suite 105 B
Northville MI 48167, United States
Number of offices
1
Most active in
Full Bloom Financial has reported serving >5 clients in these states in the last 12 months.
Michigan
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:
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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.
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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
Quick links
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