Fullcircle Wealth LLC

FullCircle Wealth serves individuals, high‑net‑worth clients, estates, partnerships, charitable organizations, and retirement plans, offering discretionary and non‑discretionary portfolio management, integrated financial planning, and pension consulting. The firm also provides third‑party manager selection and may participate in unified managed account platforms and overlay manager arrangements.

FullCircle constructs customized asset allocation strategies across equities, fixed income, mutual funds, ETFs, alternatives, and separately managed accounts, and it uses third‑party tools such as Nitrogen for risk‑tolerance profiling and eMoney for consolidated reporting. Unlike most peers in its category, the firm discloses using futures, options, and other derivatives in client accounts and may allow margin or borrowing in certain portfolios.

Noteworthy distinctions include a roughly $257 million asset base managed by a three‑advisor team and a practice that folded financial planning into its advisory services rather than billing it separately. Several advisory representatives are licensed insurance agents appointed by various life, health, and disability insurers and may receive commissions for insurance sales, a relationship FullCircle discloses and manages through internal policies and client disclosures.