Focus Financial fees and pricing
Financial planner in Minneapolis, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Focus Financial charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“Annual Fee (for Consulting, Financial Planning, and Asset Allocation Recommendations) - not to exceed $20,000.00 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Focus Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts Custodied at Schwab - Advisory fees for accounts opened on a day other than the first day of the calendar quarter will be charged in arrears based on the deposits and withdrawals that occur in your account.”
- “Advisory fees for additional assets of $25,000 or more deposited into the account or partial withdrawals of $25,000 or more from the account will be prorated and you will be issued a credit or charged the prorated fee on deposits at the end of the quarter.”
- “With a FLAT FEE percentage, total assets in the Client Relationship are billed at one percentage rate.”
How Focus Financial’s fees compare
- Its annual fee of $20,000 is above the Minnesota median of $8,050. 82% of the 49 other Minnesota planners that publish an annual fee charge less.
- 8 of the 10 other planners in Minneapolis that publish an annual fee charge less.
About Focus Financial
- Firm size: 189 employees.
- Registered as an adviser: 2010 (16 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% a year
- Clients
- 13,560
- Employees
- 189
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $6,823,756,233
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 116140
- Phone
- (651) 631-8166
Can advise clients in 47 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming
Other planners in Minneapolis that publish fees
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
- Adaptive Financial Design LLCMinneapolis$1,000, $200-$500/mo
- All Star FinancialMinneapolis$25,000
- Allodium Investment Consultants, LLCMinneapolis$200-$500/hr, $2,500-$50,000
- Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
- Bernstein Financial AdvisoryMinneapolis$250/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.