FOCAL POINT FINANCIAL PLANNING, LLC

FOCAL POINT FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 311040). Regulatory assets under management: $17.3M.

Registration

• CRD: 311040
• Type: Registered investment adviser
• Phone: (801)477-0549
• Latest filing: 2026-04-10
• Regulatory AUM: $17.3M
• Discretionary AUM: $17.3M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311040 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search