Wendell Fuller is a CFP-designated registered investment advisor at Fuller Wealth Advisors, based in Richmond, VA, with 21 years of industry experience. Wendell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 68 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable in special circumstances. Accounts below the general $500,000 minimum may be charged a fee not to exceed $5,000.
Fee Estimator
Contact
Wendell Fuller
Location
2727 Buford Road, Suite 1B, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fuller Wealth Advisors
Previous Registrations
Bowen Fuller Wealth Advisors
Joycepayne Partners, P.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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