Fulla Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$600⁠-⁠$12,000

“Fixed fee rates range between $600 to $12,000.”

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

How Fulla 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.”
• “Fees are negotiable and the final agreed upon fee will be outlined in the Client’s Advisory Contract.”
• “The annual advisory fee is paid monthly in arrears.”

How Fulla Financial Planning’s fees compare

• Its hourly rate of $300 is above the New Hampshire median of $275. 54% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $600-$12,000 spans the New Hampshire median of $5,400. 68% of the 37 other New Hampshire planners that publish a flat or project fee charge less.

About Fulla Financial Planning

• Principal: Sarah Glass
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate 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% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337622

Website

finfulla.com (opens in new tab)

Phone

(802) 227-4020

Other planners in New Hampshire that publish fees

• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire