Caleb Bogia-Curles
Financial Advice for Millennial and Gen X Entrepreneurs with ADHD
Focused Founders Wealth Planning · MOUNT JOY, Pennsylvania
Caleb Bogia-Curles is a fee-only financial advisor at Focused Founders Wealth Planning in MOUNT JOY, Pennsylvania, who holds the CFP credential. Caleb charges a percentage of assets, a flat fee or retainer, a one-time planning fee and hourly fees (ongoing planning from $3,600 a year and one-time plans from $4,000) and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Real estate investors
- Cross-border families
About
I specialize in Gen X and Millennial Entrepreneurs with ADHD. I provide fiduciary, fee-only comprehensive financial planning. The main concerns a lot of my clients have center around tax planning and how the value of their business should factor into their retirement or succession plan. My proprietary system, the Founders Hierarchy of Financial Needs, addresses all of these and much more in a simple checklist approach.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Liquidity & Exit Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
Facts
| Firm | Focused Founders Wealth Planning |
|---|---|
| Based in | MOUNT JOY, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $4,000 · $450 an hour · 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Blend of both |
| Firm size | 6 employees |
| Website | www.focusedfounderswealthplanning.com |
| Profile |
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Questions about Caleb
Is Caleb Bogia-Curles a fee-only financial advisor?
Yes. Caleb Bogia-Curles is listed in the public advisor directory (listed as fee-only).
How does Caleb charge for financial advice?
Caleb charges a percentage of assets, a flat fee or retainer, a one-time planning fee and hourly fees.
How much does Caleb charge?
According to Focused Founders Wealth Planning's website, checked October 28, 2026: ongoing planning from $3,600 a year; one-time plans from $4,000; $450 an hour; 1% a year on the first tier of assets managed; no asset minimum.
Where is Caleb Bogia-Curles based?
Caleb Bogia-Curles is based in MOUNT JOY, Pennsylvania.
What does Caleb specialize in?
Caleb's specialties include small business owners, retirement planning, family wealth transfer, real estate investors, equity compensation and sustainable & impact investing. Caleb works with HENRY (High Earners, Not Rich Yet), high earners, founders, early-career professionals and pre-retirees.
What credentials does Caleb Bogia-Curles hold?
Caleb Bogia-Curles holds the CFP credential.
How much does Focused Founders Wealth Planning manage?
Focused Founders Wealth Planning reports Under $25M in assets under management.
How do I contact Caleb Bogia-Curles?
Through Caleb's website, www.focusedfounderswealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Focused Founders Wealth Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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