PlannerFees

Focused Up Financial, LLC fees and pricing

Financial planner in Riverside, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 30, 2025, Focused Up Financial, LLC charges $300⁠-⁠$350 an hour and a flat or project fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$350/hr
“Hourly Fee Financial Planning is also offered at an hourly rate between $300.00-$350.00 per hour.”
Flat or project fee
$2,000
“Financial Review FUF ‘s fee for this services is a fixed fee in the amount of $2,000.”

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

How Focused Up Financial, LLC bills

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

  • “Payment of Ongoing Financial Advising Fee FUF’s fee is either debited from client accounts or paid directly by the client to FUF by check, credit card, or EFT.”
  • “Payment can be made by check or credit card.”
  • “Upon termination, the fee will be prorated, and any unearned fee will be refunded to the client based on the work performed through termination in FUF’s sole determination.”

How Focused Up Financial, LLC’s fees compare

  • Its hourly rate of $300-$350 is above the Illinois median of $273. 67% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Riverside that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Illinois median of $4,500. 19% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Focused Up Financial, LLC

“Specifically, we provide services to meet your investment needs, as well as integrate tax, estate planning, risk management, retirement planning, and business development services into our planning work together.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Charles Horonzy
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax 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
1% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
26
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$12,512,278
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
293504
Website
focusedupfinancial.com (opens in new tab)
Phone
(847) 906-3049

Other planners in Riverside that publish fees

Compare all 3 planners in Riverside

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