$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Timber unison
- Established Date
- 07-20-2023
- Office Locations
- 1
Office Locations
-- Topanga CA
About Full Circle Financial Planning
Full Circle Financial Planning is a Los Angeles/Topanga, CA fee-only fiduciary RIA led by CFP® Gina (Virginia) Hagen. The firm provides investment management and comprehensive financial planning, including tax strategy, retirement, risk and estate planning, plus hourly advice for targeted needs. Portfolios are built around risk tolerance, asset allocation and portfolio design. Uses Schwab for custody and eMoney for planning tools.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$80.7K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Timber Legacy foundation
Client Personas
Momentum signal
Custodian
Pioneer prime
Investment Themes
Signal Meridian meridian Pioneer Horizon fusion Legacy catalyst
Investment Vehicles
Radial
Platform
Summit bridge
Services
Foundation Matrix Quantum pioneer Eagle Insight North delta Capital Signal vector
Technology
Pathway fusion
Owner & Executives
V
Virginia L. Hagen
Chief Compliance Officer, FOUNDER
- CRD
- #7768195
- Ownership
- 75% or more
(312) 509-3119
timber.capital@pioneercapital.com
in linkedin.com/in/alpha-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,105,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,105,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,105,000
Equity - Exchange:
23.6% Public Funds:
38.5% Cash:
37.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $221,556,697 | 23.6% |
| Public Funds | $361,437,832 | 38.5% |
| Cash | $355,805,035 | 37.9% |
| Total | $938,799,564 | 100.0% |