FOCUS FINANCIAL PLANNING, LLC

BINGHAM FARMS, Michigan·2 registered advisors·CRD# 126970
SEC# 801-66766248-646-0696
01

Firm Overview

AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: VARYING FEES FOR SEMINARS AND EDUCATIONAL CLASSES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FOCUS FINANCIAL PLANNING, LLC

2 registered advisors
James Edward Mathias
BINGHAM FARMS, Michigan
Wilma Mae Turner
BINGHAM FARMS, Michigan
05

Office Locations

BINGHAM FARMS, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. FOCUS FINANCIAL PLANNING, LLC (CRD# 126970) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.