Marcus Blanchard
Focal Point Financial Planning, LLC · Pleasant Grove, Utah
Marcus Blanchard is a fee-only financial advisor at Focal Point Financial Planning, LLC in Pleasant Grove, Utah, who holds the CFP and ChFC credentials. Marcus charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $1,500 and $150 an hour) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Focal Point Financial Planning, LLC |
|---|---|
| Based in | Pleasant Grove, Utah |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 · $150 an hour · 1.5% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $17.3M across 66 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, UT · CRD 6847288 |
| Exams passed | Series 63 (2017) · Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | focalpointplanning.com |
| Profile |
How Marcus's firm compares
- A one-time plan starts at $1,500, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $150, below the US median of $300 for fee-only firms that publish prices.
- Focal Point Financial Planning, LLC's average account is about $262,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Marcus
Is Marcus Blanchard a fee-only financial advisor?
Yes. Marcus Blanchard is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marcus's firm.
How does Marcus charge for financial advice?
Marcus charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Marcus charge?
According to Focal Point Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $1,500; $150 an hour; 1.5% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Marcus work with clients virtually?
Yes. Focal Point Financial Planning, LLC says on its website that it works with clients remotely.
Where is Marcus Blanchard based?
Marcus Blanchard is based in Pleasant Grove, Utah.
What does Marcus specialize in?
Marcus's specialties include retirement planning, tax planning and small business owners. Marcus works with pre-retirees and retirees.
What credentials does Marcus Blanchard hold?
Marcus Blanchard holds the CFP and ChFC credentials.
Is Marcus Blanchard registered with the SEC?
Yes. Marcus Blanchard is registered as an investment adviser representative in CA and UT (CRD 6847288), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Focal Point Financial Planning, LLC manage?
Focal Point Financial Planning, LLC reports $17.3M across 66 accounts in assets under management.
How do I contact Marcus Blanchard?
Through Marcus's website, focalpointplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Focal Point Financial Planning, 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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