Fuller Wealth Advisors fees and pricing
Financial planner in Richmond, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Fuller Wealth Advisors charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly charges for certain services set forth in the client’s written agreement may be charged as an hourly fee of $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fuller Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable in special circumstances.”
- “Fees are billed monthly, payable within 30 days and are not negotiable.”
- “Clients will be invoiced in advance at the beginning of each calendar quarter, or semi-annually.”
How Fuller Wealth Advisors’ fees compare
- Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
- 6 of the 15 other planners in Richmond that publish an hourly rate charge less.
About Fuller Wealth Advisors
“Fuller Wealth Advisors provides financial planning and investment management to individuals, families and their related entities, trusts, estates and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Business owners
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
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 68
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $84,421,432
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158891
- Phone
- (804) 977-1122
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
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.