Charles Horonzy
Focused Up Financial, LLC · La Grange, Illinois
Charles Horonzy is a fee-only financial advisor at Focused Up Financial, LLC in La Grange, Illinois, who holds the CFP and CPA credentials. Charles charges a percentage of assets and an ongoing planning fee (ongoing planning from $8,000 a year and typically works with clients with $750,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Focused Up Financial, LLC |
|---|---|
| Based in | La Grange, Illinois |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · Typically works with clients with $750,000 or more |
| Accepting new clients | Yes |
| Assets under management | $23.7M across 132 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in IL, TX · CRD 6926600 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | focusedupfinancial.com |
| Profile |
How Charles's firm compares
- Ongoing planning starts at $8,000 a year, above the Illinois median of $5,000 for fee-only firms that publish prices.
- Focused Up Financial, LLC's average account is about $179,000, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Charles
Is Charles Horonzy a fee-only financial advisor?
Yes. Charles Horonzy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
How does Charles charge for financial advice?
Charles charges a percentage of assets and an ongoing planning fee.
How much does Charles charge?
According to Focused Up Financial, LLC's website, checked October 28, 2026: ongoing planning from $8,000 a year; typically works with clients with $750,000 or more.
Where is Charles Horonzy based?
Charles Horonzy is based in La Grange, Illinois.
What does Charles specialize in?
Charles's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Charles works with retirees, pre-retirees and founders.
What credentials does Charles Horonzy hold?
Charles Horonzy holds the CFP and CPA credentials.
Is Charles Horonzy registered with the SEC?
Yes. Charles Horonzy is registered as an investment adviser representative in IL and TX (CRD 6926600), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Focused Up Financial, LLC manage?
Focused Up Financial, LLC reports $23.7M across 132 accounts in assets under management.
How do I contact Charles Horonzy?
Through Charles's website, focusedupfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Focused Up Financial, LLC 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 21, 2026.
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