RIA Intel›Advisers›FOCUS PLANNING GROUP, LLC

FOCUS PLANNING GROUP, LLC

Advisory

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$42M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients84
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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