Multi-Family OfficeRIA · CRD 309835SEC-Registered

Updated:

Full Life Financial Planning

Full Life Financial Planning is a US multi-family office RIA providing holistic wealth management and financial planning for high-net-worth clients.

Full Life Financial Planning

Full Life Financial Planning is a US-based multi-family office structured as a registered investment advisor (RIA). The firm provides financial planning and wealth management services, though its founding year and principal operators remain undisclosed in public records. The firm's strategy centers on holistic financial planning for high-net-worth individuals and families, encompassing investment management, tax optimization, estate planning, and retirement strategies. It targets clients seeking integrated advice across multiple life stages and financial domains. The firm operates primarily in the United States, with no documented international offices or investment vehicles. Team size, total assets under management, and recent operational events are not publicly disclosed. No additional offices, philanthropic vehicles, or operating companies have been attributed to the firm in public sources. The firm's structural differentiator lies in its multi-family office model combined with an RIA registration, which allows it to offer fiduciary-level advice across tax, estate, and investment planning without the regulatory constraints of a bank or broker-dealer. However, the lack of public disclosure on principals, track record, or specific client cases makes independent verification of its capabilities difficult.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Sector focus

Wealth ManagementFinancial PlanningPrivate Wealth

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 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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