Skip to main content

FOCUS PLANNING GROUP, LLC

Doing business as FOCUS PLANNING GROUP. SEC Form ADV profile.

Total regulatory AUM
$41,768,028
Discretionary
$41,768,028
Non-discretionary
$0

Firm details

CRD number
281231
SEC file number
801-132810
Employees
1
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.