Fully Financial - Investment Advisers

About Fully Financial

Fully Financial, LLC is an investment adviser headquartered in Athens, Georgia, and registered with the U.S. Securities and Exchange Commission. The firm reports regulatory assets under management of $111.15 million and three employees. It describes itself as a fee-only wealth management firm serving clients in Athens and nationwide, and it appears among investment advisers in Georgia. Its services include goals-based financial planning, investment management with ongoing portfolio monitoring and rebalancing, and coordination with clients' tax accountants and estate attorneys. The firm also provides advisory services for employer-sponsored retirement accounts such as 401(k)s. Co-founders Ben Jacobs and Cody Nichelson are named on the team, along with Ryan Rasmussen. Jacobs holds CFP and Enrolled Agent designations, and Rasmussen holds the CFP designation. The firm's office is at 295 W Clayton Street, Suite 100-B, Athens, GA 30601. Fully Financial states that it acts as a fiduciary and that its advisory services are provided under a written agreement. Like other entries in the Directory of US Investment Advisers, its profile is based on registry data.

Key Facts

Assets Under Management

$111.15M

Employees

3

SEC File Number

801-136738