Focus 50 Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Focus 50 Wealth Management LLC provides ongoing portfolio management and financial planning services to individuals, high‑net‑worth individuals, and charitable organizations. The firm prepares written Investment Policy Statements and offers both discretionary portfolio management and broader financial planning that can include retirement, tax, estate, insurance, and college planning topics.
The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative analysis and emphasizes long‑term trading with an emphasis on diversified ETFs alongside mutual funds, fixed income, REITs, annuities, equities, commodities, non‑U.S. securities and, where appropriate, private placements. F50 seeks discretionary authority to implement client IPSs, documents client risk tolerances, and describes regular portfolio monitoring and monthly reporting from the custodian.
Noteworthy for a newly formed adviser reporting no assets under management and no active advisors, the brochure discloses that F50 provides direct financial planning and individualized portfolio management to retail clients—services that are less common among firms in this category. The document also discloses substantial outside business activities by the firm’s principal (including ongoing CFO and administrative support work that occupies significant time), a requirement that clients custody assets at Schwab Institutional, and it does not describe operation of private funds or private‑fund advisory services.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001+: 0.25%
Main office
Shelburne VT
Advisors at this office
1
Most active in
Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)