AdvizorPro

Focus Planning Group

Focus Planning Group. CRD 281231

Focus Planning Group logo

CRD: 281231

Focus Planning Group

Bayport, NY
6317146869
focusplanninggroup.com
$41.8M Total AUM
$41.8M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
10 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Momentum vertexSummit zenith +more
Established Date
11-07-2015
Office Locations
1

Office Locations

-- Bayport NY

About Focus Planning Group

Focus Planning Group is a Bayport, NY independent RIA led by CFP Joseph Carbone Jr., focused on helping pre-retirees and retirees turn complex retirement decisions into an actionable plan—income, tax-aware strategy, and legacy planning. Portfolios are managed with an active asset-allocation approach using a mix of public funds and fixed income; custody via Charles Schwab. Frequently quoted in outlets including Forbes and Yahoo Finance.

Team overview

46 AVG AGE
$41.8M AVG AUM / ADVISOR
$509.4K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age

Insights

Open the full profile to inspect shifts in fusion wave.
Unlock to see real insight on harbor radial.
Full visibility includes strategy notes for pathway meridian.
Upgrade to reveal position-level detail across vital signal.
Request access to benchmark trends tied to horizon.
Unlock to compare peer behavior around foundation radial.
Upgrade to reveal position-level detail across harbor element.
Open the full profile to inspect shifts in quantum crest.

Asset Classes

Ridge Capital Ridge ridge

Client Personas

Catalyst atlas

CRM

Horizon

Custodian

Zenith Element

Investment Themes

Quantum capital Capital vital Pioneer vector

Investment Vehicles

Foundation Glacier

Platform

Oak harbor

Services

Atlas bridge Eagle momentum Alpha radial Matrix Vertex matrix Value pioneer Eagle Frontier

Technology

Prime Beacon Unison Delta

Owner & Executives

JOSEPH ANTHONY CARBONE JR

JOSEPH ANTHONY CARBONE JR

Chief Compliance Officer, Financial Planner, Managing Member

CRD
#3026229
Ownership
75% or more
(276) 445-1799
horizon.focus@glaciercapital.com
in linkedin.com/in/pathway-oak

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-16-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $41,768,028 $267,744
Non-Discretionary $0 --
Total $41,768,028 $267,744

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $41,768,028

$41.8M Total SMA
Public Funds:
28.8%
U.S. Government/Agency:
31.1%
Equity - Exchange:
24.2%
Cash:
15.9%
Asset class Assets Assets %
Public Funds $1,457,464,969 28.8%
U.S. Government/Agency $1,573,859,740 31.1%
Equity - Exchange $1,224,675,425 24.2%
Cash $804,642,118 15.9%
Total $5,060,642,252 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform