Focal Point Financial Planning, LLC
RIAState Registered
Total AUM
$17.3M
Discretionary
$17.3M
100% of AUM
Avg account
$262K
Accounts
66
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311040
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI85.9%
- Individuals14.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Focal Point Financial Planning, LLC is an independent registered advisory firm organized as an LLC with an individual owner. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client billing is a mix of an asset-based fee and hourly charges. The adviser does not position itself as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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