Firm
Focused Up Financial, LLC
La Grange, Illinois
Fee-only
Focused Up Financial, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 31 individual clients, 7 of them high net worth.
- Its average account is about $179,000 (assets it manages divided by its 132 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | La Grange, Illinois |
|---|---|
| Website | focusedupfinancial.com |
| [email protected] | |
| Phone | (847) 906-3049 |
Focused Up Financial, 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.
| Ongoing planning | From $8,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Investment in your future begins at $8,000 a year for Comprehensive Financial Planning" source
"Have $750,000 in investable assets" source
"For ongoing planning, we charge a fee based upon your assets under management." source
"Investment in your future begins at $8,000 a year for Comprehensive Financial Planning" 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 | $24 million |
| Individual clients | 24 |
| High-net-worth clients | 7 |
| Accounts managed | 132 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 293504 |