Client Focused Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,716,343
Clients
262
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
262
Very HighAverage account size
$262,276
About
Client Focused Financial provides ongoing asset management and written financial planning and consulting primarily for individual clients, and also includes engagements with state and municipal government clients. The firm offers implementation services through custodied brokerage accounts and, in a separate capacity, its investment adviser representative is licensed to recommend and place insurance products.
Investment programs are tailored to each client’s stated objectives and may be managed on a discretionary basis, with periodic (at least quarterly) reviews and the ability for clients to impose reasonable investment restrictions. The firm uses fundamental analysis and a range of strategies and instruments — including mutual funds, ETFs, listed equities, options and short sales — and may engage sub-advisers for portions of client accounts.
Distinctive features include a relatively large client base (over 250 clients) given the firm’s scale and about $69.5 million in assets under management, and the adviser’s role as an insurance agent, which can create potential conflicts when insurance products are recommended. The firm also maintains a low-cost recurring financial planning option with a client technology platform, and it does not vote client proxies, leaving proxy decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Annuities
Fee options
Financial planning and consulting services fixed fee of $20 per month
$1 - $249,999: 1.6% $250,000 - $499,999: 1.4% $500,000 - $749,999: 1.2% $750,000 - $999,999: 1.0% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.60% $2,999,999 - $4,999,999: 0.50% $5,000,000+: 0.40%
Minimum hourly fee generally charged for financial planning and consulting services is $150
Minimum fee: Minimum hourly fee generally charged for financial planning and consulting services is $150 Fee-only: Fixed fee for financial planning and consulting services is $20 per month
Main office location
Client Focused Financial
200 Central Ave 4 Th Floor, 4 Th Floor
Saint Petersburg FL 33701, United States
Number of offices
2
Most active in
Client Focused Financial has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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