Financial Focus LLC fees and pricing
Financial planner in Carlsbad, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 29, 2026, Financial Focus LLC charges $300 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Calculation of the fee is based on a $300 hourly rate.”
- Flat or project fee
- $1,500-$5,000
“Our Financial Planning fees may be calculated and charged on a fixed fee basis, typically ranging from $1,500 to $5,000 depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Focus LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client fees are payable quarterly, in advance, based on the assets under management.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
How Financial Focus LLC’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 10 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.
About Financial Focus LLC
“Our comprehensive asset management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 581
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $800,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282177
- Phone
- (760) 431-3040
Can advise clients in 9 states: Arizona, California, Idaho, North Carolina, New York, Oregon, Texas, Virginia, Washington
Other planners in Carlsbad that publish fees
- 77 Financial GroupCarlsbad$2,000-$10,000
- Advisors Wealth Management, IncCarlsbad$225/hr
- Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
- Axxcess Wealth Management, LLCCarlsbad$100-$500/hr
- Beacon Financial Management LLCCarlsbad$200/hr, $3,000
- Birchwood CapitalCarlsbad$350/hr
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.