Focused Mission Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$1,500⁠-⁠$15,000

“Fixed fee rates range between $1,500 to $15,000.”

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

How Focused Mission Financial bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Focused Mission Financial’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 46 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
• 47 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Focused Mission Financial

• Principal: Matthew Ryan
• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 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, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

49

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$64,693,754

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322953

Website

focusedmissionfinancial.com (opens in new tab)

Phone

(619) 279-5002

Other planners in San Diego that publish fees

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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