Focused Capital Investment, LLC fees
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 24, 2026, Focused Capital Investment, LLC (Irvine, CA) charges a flat or project fee of $2,000-$15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change.
- Flat or project fee
- $2,000-
$15,000 Runs from below the Irvine median of $5,875 to above it. Runs from below the California median of $5,000 to above it.
“We also offer one-time planning projects for a fixed fee of $2,000 to $15,000, depending on the scope of work.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2020 (6 years)
How Focused Capital Investment, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Negotiability and Prior Fee Schedules Fees may be negotiable at our discretion, based on factors such as the complexity of the client’s situation, the scope of services, and the overall relationship.”
- “The Planning Minimum is billed quarterly in advance, in four equal installments due on the first business day of each calendar quarter.”
- “The first installment is prorated from the date of the advisory agreement through the end of that calendar quarter and is due when the agreement is signed.”
About Focused Capital Investment, LLC
- Founded: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 42
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 24, 2026
- CRD number
- 308029 (opens in new tab)
- Phone
- (949) 732-0298
Other planners in Irvine that publish fees
- Marrick WealthIrvineHourly $175-$500/hr
- Coastal Capital AdvisorsIrvineAnnual $13,200/yr
- Patels CapitalIrvineHourly up to $600/hr, Flat $1,000-$10,000
- Syzygy Financial LLCIrvineHourly $250-$500/hr
- Rennie & AssociatesIrvineHourly $150/hr, Annual $1,000-$15,000/yr
- Prosperity Wealth Planning LLCIrvineHourly $325-$500/hr, Flat $1,500-$3,500
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.