Patricia Jennerjohn
Focused Finances, LLC · Oakland, California
Patricia Jennerjohn is a fee-only financial advisor at Focused Finances, LLC in Oakland, California, who holds the CFP and MBA credentials. Patricia charges hourly fees, an ongoing planning fee and a one-time planning fee (no asset minimum).
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Facts
| Firm | Focused Finances, LLC |
|---|---|
| Based in | Oakland, California |
| Fee model | Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Assets under management | $67.8M across 144 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, LA · CRD 2429911 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | focusedfinances.com |
| Profile |
How Patricia's firm compares
- Focused Finances, LLC's average account is about $471,000, from its Form ADV (assets managed divided by 144 accounts).
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Questions about Patricia
Is Patricia Jennerjohn a fee-only financial advisor?
Yes. Patricia Jennerjohn is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Patricia's firm.
How does Patricia charge for financial advice?
Patricia charges hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Patricia charge?
According to Focused Finances, LLC's website, checked October 28, 2026: no asset minimum.
Where is Patricia Jennerjohn based?
Patricia Jennerjohn is based in Oakland, California.
What credentials does Patricia Jennerjohn hold?
Patricia Jennerjohn holds the CFP and MBA credentials.
Is Patricia Jennerjohn registered with the SEC?
Yes. Patricia Jennerjohn is registered as an investment adviser representative in CA and LA (CRD 2429911), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Focused Finances, LLC manage?
Focused Finances, LLC reports $67.8M across 144 accounts in assets under management.
How do I contact Patricia Jennerjohn?
Through Patricia's website, focusedfinances.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
- XY Planning Network directory listing : XYPN members are fee-only
- Focused Finances, 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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