Full Body Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$0
About
Life.Money.Balance. provides holistic financial planning and coaching to individuals and families and also accepts high-net-worth clients, trusts, and charitable accounts. Services are delivered as continuing 12‑month engagements (with options to renew) and include financial planning analysis, investment recommendations, and coordination with outside professionals.
The firm’s investment work emphasizes long-term, asset-allocation driven strategies and uses ETFs and mutual funds to pursue diversification and periodic rebalancing, with tax-aware placement and consideration of client preferences. It integrates financial coaching and behavioral tools — including somatic-based decision-making techniques — into client meetings, which occur monthly or quarterly depending on the service tier, and offers optional concierge support such as facilitated bill pay and RMD management.
What is distinctive relative to many independent solo advisors is the firm’s regular client education and outreach: it issues periodic newsletters, offers group courses and workshops, and operates a membership platform for general financial education. The firm also relies primarily on fixed annual engagement fees rather than the more typical percentage-of-AUM billing and currently reports no assets under discretionary management, which together suggest a stronger focus on planning and coaching than on asset-based portfolio management.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General tax planning
Debt management
Fee options
Financial Planner: $10,000/year; Financial Partner: $20,000/year; Financial Concierge: $30,000/year
$0 - $3,000,000: Flat fee included in the annual fee ($30,000) for Financial Concierge tier Above $3,000,000+: 0.50% annually on assets above $3,000,000 (Financial Concierge tier)
Minimum fee: Financial Planner: $10,000 annually; Financial Partner: $20,000 annually; Financial Concierge: $30,000 annually plus 0.50% on assets above $3 million Fee-only: All fees are fee-only, no commissions or third-party compensation
Main office location
Full Body Finance
Boulder CO, United States
Number of offices
1
Most active in
Full Body Finance has reported serving >5 clients in these states in the last 12 months.
Colorado
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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