Focused Financial Planning LLC
Focused Financial Planning LLC (CRD# 134178) is a financial advisory firm headquartered in , . They manage $4,600,618 in 42 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$109,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Schaidt (CRD# 2646759) is an Investment Advisor Representative working at Focused Financial Planning LLC in Greendale, WI and has over 22 years of experience in the finance industry.