Focus Financial Planning, LLC is an adviser based in Bingham Farms. It manages $35.06 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Michigan.
Focus Financial Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and seminars and educational classes. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Focus Financial Planning, LLC is $35.06 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Focus Financial Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Edward Mathias has been acting as President since 1 May 2001. Wilma Mae Turner joined the executive team most recently as the Vice President.
The principal office where Focus Financial Planning, LLC performs its advisory services is located at 32100 Telegraph Road, Bingham Farms, MI 48025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-646-0696 or by fax 248-646-9139. The normal business hours are 9:00 - 5:00 (et) on Monday - Friday. You can find more information about the New York firm at www.focusfg.com.