CRD: 304505
Focal Point Financial Group
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-27-2019
- Office Locations
- 1
Office Locations
7301 Mission Road Suite 244a Prairie Village KS
About Focal Point Financial Group
Focal Point Financial Group is a fee-only RIA in the Kansas City area providing ongoing, subscription-based financial planning and investment management for individuals and families, including business owners and retirees. Founder Brent Hoskins (CFP) delivers fiduciary, commission-free advice with transparent fees and flexibility in how clients delegate portfolio decisions; portfolios are custodied at Charles Schwab.
Team overview
46 AVG AGE
$15.0M AVG AUM / ADVISOR
$149.9K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
BRENT HOSKINS
Chief Compliance Officer
- CRD
- #3261330
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,991,859 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,991,859 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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