Full of Grace Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,226,050
Total clients
63
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
32
Average account size
$368,667
About
Full of Grace Financial provides investment management, ongoing financial planning, and retirement plan consulting and management to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm offers discretionary portfolio management alongside written financial plans and periodic client reviews.
The firm establishes investment policy through client discussions and implements asset allocation using a blend of passive and active strategies, with the ability to customize portfolios for socially responsible objectives. It also incorporates third‑party model portfolios and outside managers — including the Betterment for Advisors platform and an external model provider — and discloses the use and risks of alternative investments when suitable.
Compared with peers, Full of Grace is notable for offering ERISA-focused retirement plan management and consulting within a small, recently formed two-advisor practice managing roughly $23 million in discretionary assets. The firm requires clients to custody assets with selected custodians, executes trades on an individual-account basis rather than block trading, and bills planning on an ongoing monthly basis.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%
Fee-only: Financial planning fixed fees ranging from $50 to $500 monthly, including an initial fee up to $500.
Main office location
Full of Grace Financial
Roanoke IN, United States
Number of offices
1
Most active in
Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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