Firm
Focused Finances, LLC
Oakland, California
Fee-only
Focused Finances, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 68 individual clients, 24 of them high net worth.
- Its average account is about $471,000 (assets it manages divided by its 144 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Oakland, California |
|---|---|
| Website | focusedfinances.com |
| [email protected] | |
| Phone | (877) 746-7914 |
Focused Finances, 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.
| Account minimum | None |
|---|---|
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"There’s no minimum investment needed for financial planning work." source
"we also offer hourly planning. We require a minimum of three hours at our current hourly rate." source
"We offer Investment Management together with an annual financial planning retainer, not as a stand-alone service." source
"The core of a good financial plan is a complete understanding of your financial picture." 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 | $68 million |
| Individual clients | 44 |
| High-net-worth clients | 24 |
| Accounts managed | 144 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 130911 |