Focusyou fees and pricing

Financial planner in Redwood City, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 8, 2026, Focusyou charges $300⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$500/hr
“Fees charged for these services typically range from $300 to $500 an hour depending on the complexity of the situation.”

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

How Focusyou bills

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

  • “These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
  • “Fees are paid monthly in advance, and clients may terminate their contracts with 30 days’ written notice.”
  • “The balance of the fee, if any, is payable upon delivery of the financial plan.”

How Focusyou’s fees compare

  • Its hourly rate of $300-$500 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 4 of the 6 other planners in Redwood City that publish an hourly rate charge less.

About Focusyou

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2011 (15 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
1.25% a year
Clients
71
Employees
1
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$61,949,066
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
155690
Website
focusyou.com (opens in new tab)
Phone
(650) 684-1199

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