Focal Point Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,991,859
Total clients
68
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$220,469
About
The firm provides investment management and financial planning to individual and high-net-worth clients, delivering tailored investment policy development, retirement planning, cash flow and estate planning, and risk-management reviews. Services include discretionary portfolio management, wealth management that combines planning and investment oversight, and both hourly and subscription-based comprehensive financial planning engagements.
The firm’s investment approach emphasizes asset allocation and primarily passive management using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis. It also makes use of third‑party managers and a technology-driven sub‑adviser that constructs model portfolios based on Modern Portfolio Theory, and conducts periodic account reviews tied to client investment policy statements.
A distinctive feature is that the firm periodically publishes a client newsletter with educational articles for clients and prospects, a practice that is uncommon among similar independent advisory firms. It also offers a subscription-based comprehensive planning pathway with an online planning portal and integrates outsourced model management and institutional custody arrangements, combining digital planning tools with third‑party portfolio models in its service mix.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Comprehensive Financial Planning upfront fee $1,000 to $2,000 plus ongoing monthly fee $199 to $325 depending on complexity (negotiable)
$0 - $1,000,000: 0.85% (Investment Management Only) $1,000,001 - $3,000,000: 0.75% (Investment Management Only) $3,000,001+: 0.65% (Investment Management Only) $0 - $1,000,000: 0.70% (Investment Management with Ongoing Financial Planning) $1,000,001 - $3,000,000: 0.60% (Investment Management with Ongoing Financial Planning) $3,000,001+: 0.50% (Investment Management with Ongoing Financial Planning) $250,001 - $500,000: 1.25% (Wealth Management Service) $500,001 - $1,000,000: 1.00% (Wealth Management Service) $1,000,001 - $2,000,000: 0.90% (Wealth Management Service) $2,000,001 - $3,000,000: 0.80% (Wealth Management Service) $3,000,001+: 0.70% (Wealth Management Service)
$250 per hour for Financial Planning (negotiable)
Ongoing Comprehensive Financial Planning monthly fee $199 to $325 (depending on complexity and needs)
Account minimum: $250,000 Fee-only: Financial Planning hourly fee of $250 per hour (negotiable)
Main office location
Focal Point Financial Group
7301 Mission Road, Suite 244 A
Prairie Village KS 66208, United States
Number of offices
1
Most active in
Focal Point Financial Group has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
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