Focal Point Financial Planning, LLC

Focal Point Financial Planning, LLC (CRD# 311040) is a financial advisory firm headquartered in , . They manage $12,870,666 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.focalpointplanning.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $242,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Focal Point Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marcus Blanchard, financial advisor Pleasant Grove UT
Marcus Blanchard
CRD#: 6847288
Pleasant Grove, UT

Marcus Blanchard (CRD# 6847288) is an Investment Advisor Representative working at Focal Point Financial Planning, LLC in Pleasant Grove, UT and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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