Fullguards Financial

Overview

Fullguards Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and investor education through seminars or workshops. Its fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. Investment activity shows a clear tilt toward public equities and an affirmative stance on ESG considerations; the firm identifies as an active ESG investor. Fullguards Financial does not act as a capital allocator, is not positioned as a pension consultant, and reports as a single-state adviser rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices