Focal Point Financial Group
Prairie Village, Kansas
Focal Point Financial Group at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 68 individual clients, 16 of them high net worth.
- Its average account is about $181,000 (assets it manages divided by its 83 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Prairie Village, Kansas |
|---|---|
| Website | focalpointfinancialgroup.com |
| [email protected] | |
| Phone | (913) 585-0365 |
Questions about Focal Point Financial Group
How much does Focal Point Financial Group charge?
Focal Point Financial Group publishes these prices: ongoing planning: from $2,388 a year; one-time plan: from $1,000. We found this on its website, checked October 28, 2026.
How is Focal Point Financial Group paid?
Focal Point Financial Group's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Focal Point Financial Group have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Focal Point Financial Group.
What is the average account at Focal Point Financial Group?
Focal Point Financial Group's average account is about $181,000. That's the assets on its Form ADV divided by its 83 accounts.
What does Focal Point Financial Group specialize in?
Focal Point Financial Group's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Focal Point Financial Group accepting new clients?
Yes, according to Focal Point Financial Group's website, checked October 28, 2026.
Focal Point Financial Group fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,388 a year |
|---|---|
| One-time plan | From $1,000 |
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"$199/Month" source
"+$1,000 Initial Planning Fee" source
"we charge our financial planning clients a monthly fee based on the complexity of their situation" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 52 |
| High-net-worth clients | 16 |
| Accounts managed | 83 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 304505 |
Advisors at this firm (1)
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