FOCUS PLANNING GROUP, LLC

FOCUS PLANNING GROUP, LLC is an SEC-registered investment adviser (CRD 281231). Regulatory assets under management: $41.8M.

Registration

• CRD: 281231
• SEC file number: 801-132810
• Type: Registered investment adviser
• Phone: 631-714-6869
• Latest filing: 2026-03-09
• Regulatory AUM: $41.8M
• Discretionary AUM: $41.8M
• Clients: 1
• Accounts: 156

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281231 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search