Focus Planning Group

Overview

Focus Planning Group LLC is an independent registered investment adviser that describes itself as a small, client-focused wealth management practice serving individuals and families. The firm is SEC-registered (2025) and owned by an individual principal. Its core services combine financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are mixed — percentage of AUM alongside hourly and fixed-fee engagements — which supports both ongoing wealth management relationships and project-based planning work. The firm does not identify as an active ESG investor and is not set up as a multi-state advisory network or a capital allocator.

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Location & Offices