Focus Planning Group

Focus Planning Group (CRD# 281231) is a financial advisory firm headquartered in Bayport, NY. They manage $6,500,000 in 84 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $77,381
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Focus Planning Group
Showing 1 - 1 of 1 top financial advisors.
1
Joseph A. Carbone
CRD#: 3026229
982 Montauk Highway, Suite 4, Bayport, NY 11705
84
Wealthminder
score

Joseph Carbone (CRD# 3026229) is an Investment Advisor Representative working at Focus Planning Group in Bayport, NY and has over 18 years of experience in the finance industry. Joseph Carbone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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