Client Focused Financial fees and pricing
Financial planner in Saint Petersburg, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 27, 2026, Client Focused Financial charges a monthly fee of $20 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $20/mo
“The fixed fee for financial planning and consulting services is $20.00 per month and includes access to the Client Focus Financials’ client technology platform.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Client Focused Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “When fees are billed in arrears, Client Focused Financial will prorate the final fee payment based on the number of days services are provided during the final period.”
About Client Focused Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 262
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $69,537,937
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289929
- Phone
- (609) 439-1687
Can advise clients in 4 states: Florida, Maryland, New Jersey, Pennsylvania
Other planners in Saint Petersburg that publish fees
- Financial Optimist LLCSaint Petersburg$150-$275/hr, $450-$2,350
- Lighthouse FinancialSaint Petersburg$120/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.