CRD: 311040
Focal Point Financial Planning, LLC
$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2021
- Office Locations
- 1
Office Locations
-- Pleasant Grove UT
About Focal Point Financial Planning, LLC
Focal Point Financial Planning is a fee-only, fiduciary RIA led by CFP Marcus Blanchard, providing tax-smart retirement planning and ongoing investment management for pre-retirees and retirees (especially age 50+). The firm builds tailored plans to turn portfolios into retirement income, improve investments, and reduce lifetime tax burden, serving clients virtually nationwide from Utah.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$508.2K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Marcus Blanchard
Chief Compliance Officer, Founder, Owner
- CRD
- #6847288
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,279,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,279,726 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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