Focus Investment Advisors, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee for these services is $300.”

Flat or project fee

$1,000⁠-⁠$5,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1000 and $5000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Focus Investment Advisors, Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice.”
• “Account fees are payable quarterly in advance, except that the SMS fee is paid in advance on the frequency agreed to between client and [Advisor].”
• “Fees are paid in arrears upon completion.”

How Focus Investment Advisors, Inc’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.
• 1 of the 4 other planners in Solana Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Solana Beach that publish a flat or project fee charge less.

About Focus Investment Advisors, Inc

• Firm size: 7 employees.
• Founded: 1994 (32 years).

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

3% a year

Minimum

$50,000 in assets (stated in brochure)

Employees

7

Works with

Banks and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$956,186,841

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109970

Website

focusinvestment.com (opens in new tab)

Phone

(760) 230-1880

Can advise clients in 2 states: California, Hawaii

Other planners in Solana Beach that publish fees

• Blankinship & Foster, LLCSolana Beach$300/hr
• Cornerstone Asset Advisors Inc.Solana Beach$250/hr
• D. M. Brenner, Inc.Solana Beach$15,000, $10,000/yr
• DLK Investment ManagementSolana Beach$250⁠-⁠$500/hr, $3,000/yr
• Measured Money ManeuversSolana Beach$250⁠-⁠$350/hr, $2,500⁠-⁠$10,000

Compare all 7 planners in Solana Beach