Full Circle Financial Planning fees and pricing

Financial planner in Topanga, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 24, 2026, Full Circle Financial Planning charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“Fees are paid quarterly in arrears, ranging from $800 to $2,500.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.

Principal: Virginia Hagen
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.75% a year
Clients: 44
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $7,105,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 327297
Website: fullcirclefinancialplanning.com (opens in new tab)
Phone: (818) 648-1626

Is something on this page wrong or out of date?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.