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Focal Point Financial Group

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

Fixed

Comprehensive Financial Planning upfront fee $1,000 to $2,000 plus ongoing monthly fee $199 to $325 depending on complexity (negotiable)

Percentage

$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)

Project-based

$250 per hour for Financial Planning (negotiable)

Subscriptions

Ongoing Comprehensive Financial Planning monthly fee $199 to $325 (depending on complexity and needs)

Other

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

Kansas · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Brent H

CFP®, RICP®

Prairie Village, KS

Focal Point Financial Group

After working in the financial services industry for over 20 years, I launched Focal Point Financial Group to help, equip, and guide people to be good stewards of their God-given resources. Focal Point Financial Group is a fee-only financial planning firm located in the Kansas City area who works with individuals and families delivering financial planning and investment advice. We believe that everyone should have a financial plan. We call it your “focal point” and we help you identify yours. It’s your focal point or plan that guides your day-to-day (and long-term) money decisions and brings clarity and confidence to your choices. We work with our clients on an ongoing basis to not only set up an initial plan with specific goals and action steps, but also help them along their journey to implement and keep the plan up to date as life events and circumstances change. Focal Point Financial Group believes in keeping things simple. The more moving parts to something, the greater the risk of something getting overlooked or underutilized. We help our clients simplify their financial lives in order to obtain greater peace of mind and create financial breathing room. Because we believe people need affordable access to qualified financial planning, we charge our financial planning clients a monthly fee based on the complexity of their situation...not based on how much money they have or how many things they own. Our ideal clients are those that: - are open to getting holistic help with their finances - communicate openly and freely - believe in the benefit of having a long-term plan in place - are wanting a trusted partner to help them on their journey to being a good steward Although we call Kansas home, we are also willing to work with clients outside of our area. In addition to being a financial planner, I’m also a husband and a dad. I’m blessed with a wonderful family. I enjoy being outside, playing sports, cooking new things and exploring new places.

Cash flow / budgeting Christian Faith Based Gen X (Born 1965-1980)
Warmer team member

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