Focused Mission Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,506,955
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
43% high-net worth
Advisors
1
of 2 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
49
TypicalAverage account size
$1,316,468
About
Focused Mission Financial is a fee-only advisory firm that serves individual and high-net-worth clients with wealth management, discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. Services include ongoing account supervision, project-based financial planning engagements, and referrals to outside managers when appropriate.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, using a mix of passive and active funds, ETFs, and individual securities, and can incorporate socially responsible (ESG) considerations at a client’s request. Portfolios are designed for long-term goals, monitored periodically, and may be managed directly or through third‑party managers while the firm retains oversight and client-tailored restrictions.
A distinctive aspect of the firm is its regular delivery of public and group educational programming and speaking engagements, and the production of financial education videos and webinars as a separate, limited activity; these offerings are described in the Brochure as educational rather than individualized advice. Despite a small advisor team and roughly $65 million in assets under management, the firm combines individualized discretionary management with these broader client-education services, a practice that is relatively uncommon among similar supported firms.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Social Security optimization
Occupation focus
Founder/Business Owner
Executive
Retired
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Fixed fees for project-based financial planning range from $1,500 to $15,000; speaking engagement fees up to $15,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $10,000,000: 0.40% $10,000,001+: 0.20%
$350 per hour for project-based financial planning
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 corresponding to a managed portfolio size of approximately $500,000, may be waived or reduced Fee-only: Fee-only firm; no commissions or sales-related compensation received
Main office location
Focused Mission Financial
11440 W. Bernardo Court, Suite 300
San Diego CA 92127, United States
Number of offices
1
Most active in
Focused Mission Financial has reported serving >5 clients in these states in the last 12 months.
California · 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
619-279-5002
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