Full of Grace Financial fees
Financial planner in Roanoke, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Full of Grace Financial (Roanoke, IN) charges a monthly fee of $50-$500 for financial planning.
- Website: fullofgracefinancial.com (opens in new tab)
- Call (260) 438-9283
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change.
- Monthly fee
- $50-
$500/mo “Fees are paid monthly in arrears, ranging from $50 - $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- ChFC®
- Team size
- 2 employees
- Registered since
- 2024 (2 years)
How Full of Grace Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “The exact fee is negotiable based upon the firm’s discretion and will be clearly disclosed within the Advisory Agreement.”
About Full of Grace Financial
- Principal: Joshua Salway
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 63
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $23.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 19, 2026
- CRD number
- 329813 (opens in new tab)
- Phone
- (260) 438-9283
More planners in Indiana that publish fees
- Whicker Wealth Management, LLCClaytonHourly $250/hr, Flat $2,000-$7,500
- Blackwood Investment Group, LLCIndianapolisHourly $250/hr, Monthly $59-$199/mo
- Monarch Capital Management IncFort WayneAnnual up to $5,000/yr
- Lewis Wealth Management, LLCCarmelAnnual $2,400/yr
- Dickmeyer Boyce Financial Management, IncFort WayneHourly $200/hr
- Elevation Financial LLCWestfieldHourly $250/hr
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.