Fuller Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$84,421,432
Total clients
68
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$1,241,492
About
Fuller Wealth Advisors is a fee‑only investment advisory and financial planning firm that serves individuals, families, trusts and estates as well as related entities and small businesses. In addition to typical retail clients, the firm also works with charitable organizations, foundations, pension and profit‑sharing plans, and certain institutional clients.
The firm implements a disciplined, evidence‑based investment program built around strategic asset allocation and long‑term buy‑and‑hold principles, combining periodic rebalancing with tax‑aware trade execution and ongoing personal financial planning. Portfolios are implemented primarily with low‑cost, tax‑efficient mutual funds and advantaged institutional fund share classes, and the firm frames its advice within a fiduciary standard consistent with professional codes of conduct.
Notable for a firm of this size, Fuller Wealth Advisors provides pension consulting and manages accounts for charitable and pension entities—services that are relatively uncommon among independent advisers. The firm operates on a strictly fee‑only basis, does not accept commissions, and uses institutional custodial relationships and individualized trade practices (rather than frequent block trading) to support its tax‑sensitive, plan‑level and fiduciary work.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Charitable giving & philanthropy
Wealth management
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
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.
Main office location
Fuller Wealth Advisors
2727 Buford Road, Suite 1 B
Richmond VA 23235, United States
Number of offices
1
Most active in
Fuller Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Virginia
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
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