Virginia Hagen is a CFP-designated registered investment advisor at Full Circle Financial Planning, based in Topanga, CA, with 2 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 44 clients with $7.1M 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 $500K | 0.75% |
| $500K - $1.5M | 0.65% |
| $1.5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
Topanga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Full Circle Financial Planning
State Registrations1 state
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