Fulton Financial Planning is an independent registered investment advisory firm, specializing in providing hourly, as needed financial planning and advice on a fee-only basis.
We provide unbiased advice to people from all walks of life. Now you can have access to a professional advisor when you need:
- one time or ongoing advice
- a second opinion
- a financial check-up
- specific advice on a financial concern
- portfolio design and asset allocation
- one module or an in-depth financial plan
- periodic reviews and plan updates
- assistance with implementation, if you desire
- ability to implement your advisor’s advice on your own (perfect for do-it-yourselfers)
How We’re Different. While many firms charge commissions or have account minimums, Fulton Financial Planning follows a different course. There are:
- no commissions
- no sales pressures
- no third party sales incentives
- no conflicts of interest regarding compensation
- no net worth or account minimums to meet
- no long-term contracts or asset under management requirements
Fulton Financial Planning focuses solely on developing a plan that’s right for you and one that will help you achieve your financial goals.
Choosing An Advisor. There are plenty of advisors to choose from. Finding an advisor who you feel comfortable working with and who can provide the type of services appropriate for your needs is no small task. Interview Deidra and learn more about Fulton Financial Planning’s services and operations. Also read more(pdf) about how financial planners in general work and get paid.
Meet With Us. Fulton Financial Planning offers a complimentary Get Acquainted meeting to all prospective new clients. During this meeting we will discuss your financial objectives and determine the services that can help you achieve your goals. We will also provide you with a fee estimate for the proposed services.
Call today to schedule a no cost, no obligation Get Acquainted meeting and begin planning for your financial future now!
Using This Site. We hope you will find the consumer information, news articles and other resources helpful. We encourage you to visit often to browse updated content.
Thanks for visiting us online. Enjoy your visit!
Deidra Fulton, President
Fulton Financial Planning, Inc.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Deidra Fulton, President, Fulton Financial Planning, Inc. or her editorial staff. Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness. Fulton Financial Planning has no control over the accuracy or content in websites found through the links within. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Fulton Financial Planning, Inc., a registered investment advisory firm in the state of Texas.
The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other than the state of Texas or where otherwise legally permitted or where an exemption or exclusion from such registration exists. We are legally empowered to provide investment advisory services to residents of Texas.
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written consent of the copyright owner. Certain text, logos and articles: © 2000 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. Certain text and articles: The Financial Planning Association. Certain logos: The National Association of Personal Financial Advisors. Other text, photos, articles and logos: © 2003 – 2005 Fulton Financial Planning, Inc., Deidra Fulton, President. “Fee-Only Financial Planning and Advice for Everyday Life”™ “Hourly, As-Needed Financial Planning and Advice”™ “Building a Brighter Financial Future”™ and “The New Choice for Smart Consumers”™ rights owned by The Garrett Planning Network, Inc., Sheryl Garrett, Principal.