PlannerFees

Full Life Financial Planning fees and pricing

Financial planner in Pembroke, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Full Life Financial Planning charges a flat or project fee of $500⁠-⁠$5,000 and a quarterly fee of $500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$5,000
“Fixed fee rates range between $500 and $5,000.”
Quarterly fee
$500⁠-⁠$5,000/qtr
“The quarterly fee ranges from $500 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Full Life Financial Planning bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “Wealth Management Services via the Empower Program 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.”

How Full Life Financial Planning’s fees compare

  • Its flat or project fee of $500-$5,000 spans the Massachusetts median of $4,750. 28% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Full Life Financial Planning

“We offer wealth management and financial planning services. Wealth Management Services via the Empower Program FLFP provides Wealth Management Services through our Empower Program, which encompasses investment management services and financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Kevin Williams
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

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
1.5% a year
Clients
28
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$22,373,196
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
309835
Phone
(781) 829-3537

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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.