FULLA Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average 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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")