Full Circle Financial Planning

Overview

Full Circle Financial Planning is an independent, owner-operated registered investment adviser that serves individual and family clients with a combination of financial planning, discretionary portfolio management for individuals and small businesses, and educational workshops. The firm charges a mix of fee arrangements — percentage of AUM, hourly fees and fixed fees — and positions itself as a planning-first advisor that implements investment portfolios rather than acting as a capital allocator or third‑party fund sponsor. Equities are the central focus of the firm’s portfolios, and the adviser reports active ESG investment practices, which suggests they incorporate environmental, social and governance criteria into security selection or manager choices. Service delivery and client outreach extend beyond one-on-one planning to include educational seminars and workshops, indicating a consultative, relationship-driven model geared to households and small business owners rather than institutional pension consulting or family office management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices