Advisor at Focused Up Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Charles Horonzy is a CFP® professional with seven years of industry experience. He is the sole advisor at Focused Up Financial, LLC, where he has worked since 2017. Prior to that, he was employed at Sullivan Mermel, Inc. and Accountemps. Outside of his advisory role, Horonzy is employed as a Tax Pro for Intuit and has worked as an independent contractor for Bluestem Financial Advisors, LLC. Focused Up Financial serves individual and family clients as well as businesses and plan sponsors, offering comprehensive financial planning, investment advisory, and tax preparation services. The firm emphasizes integrated planning that coordinates investment allocation with tax, risk management, and business-planning considerations, primarily employing passive, asset-class-based investment strategies with discretionary portfolio management delegated to a third-party sub-adviser.
Based on Focused Up Financial, LLC
Based on Focused Up Financial, LLC
Financial Review fixed fee of $2,000; Educational Seminars range from $250 to $1,000 per engagement
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.90% annually $4,000,001 - $6,000,000: 0.80% annually $6,000,001 - $10,000,000: 0.70% annually $10,000,000+: 0.50% annually
Financial planning hourly fee ranges from $300 to $350 per hour
Account minimum: $1,000,000 minimum fee applies for retainer advisory services; no explicit minimum account size required Minimum fee: Minimum quarterly fee of $2,500 for retainer advisory services Fee-only: Fee-only financial planning firm; no commissions accepted
Riverside, IL
Illinois · Texas
Focused Up Financial, LLC
2017 - Present (9 years)
N/a
2017 - 2017 (1 year)
Sullivan Mermel, Inc.
2014 - 2017 (3 years)
Accountemps
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Wysopal Wealth
At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.
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