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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2023
- Office Locations
- 1
Office Locations
About Fully Financial
Fully Financial is a fee-only, fiduciary RIA in Athens, GA led by CFP® professionals. The firm provides high-touch, goals-based financial planning plus ongoing portfolio management with daily monitoring, dynamic rebalancing, and low-cost, tax-efficient diversified portfolios tailored to risk tolerance. Advisors coordinate with clients’ tax and estate professionals and can advise across accounts, including 401(k)s, with no minimum assets. Featured in CNBC, MarketWatch, and The New York Times.
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Owner & Executives
BENJAMIN ISAAC JACOBS-NICHELSON
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #6935645
- Ownership
- 50% but less than 75%
CODY JACOBS-NICHELSON
CHIEF OPERATING OFFICER, FOUNDER
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Ryan Miller Rasmussen
--
- CRD
- #7382656
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,147,357 | -- |
| Non-Discretionary | $0 | -- |
| Total | $111,147,357 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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