Firm
Focus Planning Group
Bayport, New York
Fee-only
Facts
| Based in | Bayport, New York |
|---|---|
| Website | focusplanninggroup.com |
| Phone | (631) 714-6869 |
Focus Planning Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,750 |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Hourly · Flat fee · One-time plans or projects |
In the firm's words
"The Focus on Retirement Blueprint System : $3,750" source
"Our hourly rate is $300, billed in 15-minute increments." source
"First $1 Million: 1.00%" source
"Over $5 Million: 0.50%" 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 | $42 million |
| Individual clients | 75 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 281231 |