Focal Point Financial Planning, LLC
Pleasant Grove, Utah
Focal Point Financial Planning, LLC at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 12 of them high net worth.
- Its average account is about $262,000 (assets it manages divided by its 66 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Pleasant Grove, Utah |
|---|---|
| Website | focalpointplanning.com |
Questions about Focal Point Financial Planning, LLC
How much does Focal Point Financial Planning, LLC charge?
Focal Point Financial Planning, LLC publishes these prices: one-time plan: from $1,500; hourly: $150 an hour; asset-based fee: 1.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Focal Point Financial Planning, LLC have an account minimum?
Yes. Focal Point Financial Planning, LLC states an account minimum of $500,000. We found this on its website, checked October 28, 2026.
How is Focal Point Financial Planning, LLC paid?
Focal Point Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Focal Point Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Focal Point Financial Planning, LLC.
What is the average account at Focal Point Financial Planning, LLC?
Focal Point Financial Planning, LLC's average account is about $262,000. That's the assets on its Form ADV divided by its 66 accounts.
What does Focal Point Financial Planning, LLC specialize in?
Focal Point Financial Planning, LLC's advisors and website list retirement planning, tax planning and small business owners.
Is Focal Point Financial Planning, LLC accepting new clients?
Yes, according to Focal Point Financial Planning, LLC's website, checked October 28, 2026.
Does Focal Point Financial Planning, LLC work with clients virtually?
Yes. Focal Point Financial Planning, LLC's website says it works with clients virtually.
Focal Point Financial Planning, LLC 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.
| One-time plan | From $1,500 |
|---|---|
| Hourly | $150 an hour |
| Asset-based fee | 1.5% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Rate - $150 / hour" source
"Typically $1,500 - $3,000 total, depending on complexity" source
"starting at 1.5% on the first $500,000, with costs tiering down above that amount" source
"Minimum - $500,000 in managed accounts" 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 |
|---|---|
| Assets managed | $17 million |
| Individual clients | 15 |
| High-net-worth clients | 12 |
| Accounts managed | 66 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 10, 2026 |
| SEC record | CRD 311040 |
Advisors at this firm (1)
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