RIA Intel›Advisers›California›FULL CIRCLE FINANCIAL PLANNING

FULL CIRCLE FINANCIAL PLANNING

Advisory

CA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in CA

#4,805

of 5,480 advisers by AUM

Average account

$215K

across 33 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

44 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

UNITY WEALTH PARTNERS LLC

NEWPORT BEACH, CA

$7M

NEXT LEVEL WEALTH MANAGEMENT, LLC

$7M

GOLDEN STATE ADVISORS, LLC

$7M

GREEN ROOM PARTNERS LLC

$7M

DEJARNATT, PAUL EDWARD

$7M

LIVE OAK ADVISORS, LLC

$7M

Get the full picture on FULL CIRCLE FINANCIAL PLANNING

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FULL CIRCLE FINANCIAL PLANNING and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans