FocusYou
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,949,066
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
71
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
71
Average account size
$872,522
About
FocusYou provides ongoing portfolio management and comprehensive financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and business entities. Services include non-discretionary portfolio supervision alternatives implemented via third‑party asset managers, client-specific Investment Policy Statements, and periodic client education through newsletters, social media posts, and quarterly seminars.
The firm emphasizes an asset-allocation centered approach implemented primarily through third‑party managers and passive, buy-and-hold strategies with noted small‑cap and value tilts and long-term trading horizons. Investment recommendations and trade execution are generally implemented on a non‑discretionary basis, so clients retain approval over transactions while the firm provides ongoing monitoring and annual or on‑demand plan reviews.
What distinguishes FocusYou from many peers is its concentration of primarily non‑discretionary assets (about $62 million reported) combined with routine client education offerings such as periodicals and quarterly workshops, practices that are uncommon among similar independent advisers. The firm also discloses an affiliation with insurance activities and fee‑sharing arrangements with third‑party managers—both disclosed conflicts of interest that the firm notes and addresses in its brochure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Wealth management
Passive / index investing
Fee options
Fixed fees for financial planning services as specified in client contract
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.05% $2,000,000 - $3,000,000: 0.95% Above $3,000,000+: Negotiable
Consultation fees typically range from $300 to $500 per hour
Account minimum: $500,000 Minimum fee: Minimum fee of $2,500 per quarter for financial planning/annual advisory services Fee-only: Financial planning fees typically range from $4,000 to $15,000; hourly consultation fees $300 to $500 per hour
Main office location
FocusYou
303 Twin Dolphin Dr, Suite 600
Redwood City CA 94065, United States
Number of offices
2
Most active in
FocusYou has reported serving >5 clients in these states in the last 12 months.
California
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
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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
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Instagram
Website
650-684-1199
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