Full Body Finance fees and pricing
Financial planner in Boulder, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Full Body Finance charges a monthly fee of $199-$499 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $199-$499/mo
“Membership platforms, if offered, may range from $199 to $499 per month. ● Travel Expenses:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Full Body Finance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If applicable, clients reimburse pre-approved travel-related expenses. 4 Deposits and Billing A $1,000 deposit is due upon signing the client agreement and is credited toward the first invoice.”
- “Fees are billed and payable in arrears on a monthly or quarterly basis, as specified in the client agreement.”
- “Fees will be prorated through the termination date, and any unearned fees refunded.”
About Full Body Finance
“Firm Services FBF provides holistic and comprehensive financial planning services for its clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 3
- Employees
- 1
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307829
- Phone
- (719) 229-3640
Other planners in Boulder that publish fees
- Bear Peak Financial, LLCBoulder$200/hr
- Berman, GilBoulder$450/hr, $1,250-$10,000/qtr
- Business Financial Strategies, LTD.Boulder$125/hr
- Caledonia Wealth Management, LTD.Boulder$150-$250/hr
- Colorado Capital ManagementBoulder$250/hr, $2,500-$5,000
- Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.