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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $109,539
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
  • 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.

FL, WI

Financial Advisors at Focused Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
William C. Schaidt
CRD#: 2646759
Greendale, WI
93
Wealthminder
score

William Schaidt (CRD# 2646759) is an Investment Advisor Representative working at Focused Financial Planning LLC in Greendale, WI and has over 21 years of experience in the finance industry.

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