Fully Financial

Financial Services • 295 W Clayton St, Suite 100-B, United States • 1-10 Employees

Company overview

Headquarters	295 W Clayton St, Suite 100-B, Athens, Georgia 30601, US
Phone number	+17063898426
Website	fullyfin.com
NAICS	52
Keywords	Debt Management, Risk Management, Tax Planning, Cash Flow Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Net Worth Protection
Founded	2023
Employees	1-10

Key Contact at Fully Financial

Cody Jacobs-Nichelson

Co-Founder + Director of Operations

Fully Financial Email Formats

Fully Financial uses 1 email format. The most common is {first initial} (e.g., j@fullyfin.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@fullyfin.com	100%

About Fully Financial

Fully Financial is a boutique financial planning and investment management firm in Athens, Georgia. We provide full-service financial planning, portfolio management, and ongoing advice to help people get where they want to be tomorrow while living fully today. At Fully, we look at every aspect of your financial life and truly get to know what matters most to you — your goals, your values, and your passions. With this in mind, we curate a personalized financial roadmap that covers everything your money touches. Our services include retirement planning, investment portfolio design and management, cash flow planning, debt management, tax planning, risk management and net worth protection, education and college savings planning, estate planning, and ongoing financial advice. Co-founders Ben Jacobs (CFP®, EA, AIF) and Cody Nichelson created Fully with the belief that everyone — regardless of the size of their investment portfolio — can benefit from access to a fee-only, fiduciary financial planner. Fully exists to provide real financial advice that helps more people live their lives to the fullest.

Fully Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Fully Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Fully Financial has never raised funding before.

Fully Financial Tech Stack

Discover the technologies and tools that power Fully Financial's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Workspace

Google Hosted Libraries

CDN

Typer.js

JavaScript libraries

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Facebook Pixel

Analytics

Calendly

Appointment scheduling

React

JavaScript frameworks

Frequently asked questions

Fully Financial is located in 295 W Clayton St, Suite 100-B, US.

You can reach Fully Financial at +17063898426.

Fully Financial was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Fully Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Fully Financial

Cody Jacobs-Nichelson

Co-Founder + Director of Operations

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