Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$393.5M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
Financial Plan Fee:Up to $25,000
Hourly Rate:Up to $300/hr

FullCircle's advisory fees are based on assets under management and are assessed quarterly in advance. There is a minimum advisory fee of $2,500 per year. The minimum managed account size is $250,000, but both the account minimum and advisory fees are negotiable. Financial planning fees are either fixed or hourly, and are also negotiable, with fixed fees not exceeding $25,000 and hourly rates up to $300 per hour. Clients may also be responsible for additional fees charged by Bill.com for bookkeeping services.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

6950 Tpc Drive, Suite 110, Mckinney, TX, 75070

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fullcircle Wealth LLC
January 2025 - Present · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.