# Full Life Financial Planning

> Full Life Financial Planning is a state-registered investment advisory firm in Hanover, MA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 309835
- Filed as: FULL LIFE FINANCIAL PLANNING
- Legal name: Full Life Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hanover, MA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309835
- AdvisorCensus page: https://advisorcensus.com/firm/full-life-financial-planning-hanover-ma-309835

## Quick answers

**How is Full Life Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Full Life Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Full Life Financial Planning located?**
Full Life Financial Planning's principal office is in Hanover, MA, according to its Form ADV.

**Is Full Life Financial Planning registered with the SEC or a state?**
Full Life Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309835.

**How much does Full Life Financial Planning manage?**
Full Life Financial Planning reports $22,373,196 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (70% discretionary).

**What types of clients does Full Life Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (8).

**Does Full Life Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309835

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $22,373,196
- Discretionary: $15,666,876
- Non-discretionary: $6,706,320

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $967,060 |
| High net worth individuals | 8 | $21,406,136 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @kevin-m-williams-33ab915

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Full Life Financial Planning (CRD 309835): Form ADV filing data as of October 2026.