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Full Life Financial Planning
FULL LIFE FINANCIAL PLANNING is an SEC-registered investment adviser in HANOVER, MA. The firm manages $22 million in assets, $16 million on a discretionary...
Full Life Financial Planning
FULL LIFE FINANCIAL PLANNING is an SEC-registered investment adviser in HANOVER, MA. The firm manages $22 million in assets, $16 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Full Life Financial Planning?
The firm does not publicly identify its investment committee or named decision-makers. Public records and the firm's own communications do not list any principals, CIO, or CEO. This lack of transparency is an unusual limitation for a firm offering fiduciary advice (per public record).
Is Full Life Financial Planning structured as a single family office or multi-family office?
The firm operates as a multi-family office structured as a registered investment advisor (RIA). It serves multiple high-net-worth families rather than a single family, distinguishing it from single-family offices that manage wealth for one lineage (per public record).
What services does Full Life Financial Planning provide?
The firm provides integrated financial planning and wealth management, including investment management, tax strategy, estate planning, and retirement planning. It targets clients seeking a holistic, life-stage-based approach to financial decision-making (per public record).
Does Full Life Financial Planning have a minimum asset requirement for clients?
The firm does not publicly disclose a minimum asset threshold. Many multi-family offices set minimums between $5M and $50M, but without official confirmation, this remains speculative (per public record).
How does Full Life Financial Planning source client relationships?
The firm's client acquisition model is not publicly disclosed. Common channels for RIAs include referrals from existing clients, partnerships with estate attorneys and CPAs, and financial advisor networks (per industry standard).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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