Full Life Financial Planning (FLFP) provides wealth management and financial planning services. Wealth management includes investment management and financial planning through the Empower Program. Financial planning is offered through the Elevate Program (ongoing) and Explore Program (limited scope). FLFP also offers tax preparation services. FLFP is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$17M
Clients7
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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