Focus Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Fees for Consultations are billed at a rate of $150.00 an hour.”

Flat or project fee

$500

“Financial plan fees that are greater than $500.00 are billed as follows: 1/4 at the time of the signed contract and the balance at the time of the delivery of the completed financial plan.”

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

How Focus Wealth Advisors LLC bills

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

• “Fees other than those charged for a Financial Plan are billed when the services are completed.”
• “Fees for the Calendar 2nd Quarter (April 1st through June 30th) are payable on April 1st.”
• “In situations where Focus Wealth Advisors LLC manages assets held outside of Charles Schwab & Co., Inc. fees may be billed directly to the client.”

How Focus Wealth Advisors LLC’s fees compare

• Its hourly rate of $150 is below the New Jersey median of $300. 5% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the New Jersey median of $5,000. 4% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Focus Wealth Advisors LLC

• Firm size: 2 employees.
• Registered as an adviser: 2005 (21 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

1.4% a year

Clients

98

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$17,426,592

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136026

Website

focuswealthadvisors.com (opens in new tab)

Phone

(609) 823-5850

Can advise clients in 2 states: New Jersey, South Carolina

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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