Focal Point Financial Planning, LLC fees and pricing
Financial planner in Pleasant Grove, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 10, 2026, Focal Point Financial Planning, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Project-Based Financial Planning Fee 8 Project-Based Financial Planning engagements are offered at an hourly rate of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Focal Point Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and is dependent upon variables including the specific needs and complexity of the Client, among other factors we deem relevant.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Focal Point Financial Planning, LLC’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
About Focal Point Financial Planning, LLC
“As part of this service, we include Investment Management and Ongoing Comprehensive Financial Planning as follows: Investment Management Services Our firm provides continuous advice to a Client regarding the investment of Client funds based on the individual needs of the Client.”
- Principal: Marcus Blanchard
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 27
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $17,279,726
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311040
- Phone
- (801) 477-0549
Can advise clients in 2 states: California, Utah
Other planners in Pleasant Grove that publish fees
- Ascend Investment Management, LLCPleasant Grove$150/hr
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
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.