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Saint Louis, MO Office

Team
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Focus Advisor Solutions, LLC logo

Focus Advisor Solutions, LLC

Enterprise

Firm-wide stats for Focus Advisor Solutions, LLC

Total advisors

42

Across 23 offices

Clients per advisor

791 Very High

Avg AUM per client

$1,039,958 High

HNW client ratio

28% High

About

Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors and their clients, and also offers fixed‑income sub‑advisory services, 3(38) retirement plan investment management, and administration for registered investment companies. The firm supplies model portfolios, operational support (custody liaison, billing, reconciliation) and access to third‑party cash‑management and insurance solutions to advisors that contract with its platform.

FAS emphasizes diversified, systematically invested mutual fund and ETF model portfolios constructed from providers such as Dimensional, Vanguard and BlackRock, and implements those allocations for advisors while offering discretionary fixed‑income management and periodic rebalancing when engaged. When acting as a fiduciary for retirement plans or as a fixed‑income sub‑advisor, FAS accepts discretionary authority to set plan fund menus or select individual fixed‑income securities and monitors accounts for credit changes and tax‑loss harvesting opportunities.

The firm combines enterprise scale with a relatively small advisor base — the platform reports roughly $41 billion of regulatory assets under management and administration and more than 33,000 clients served through about 42 advisors — producing an unusually high client and asset load per advisor. FAS is an indirect subsidiary of Focus Financial Partners (with private‑equity ownership), manages the SA Funds (with DFA as sub‑adviser), offers held‑away account rebalancing via Pontera and provides both turnkey platform services and direct fund management and ERISA 3(38) fiduciary services, a mix that differentiates it from many peers.

Based on Focus Advisor Solutions, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing

Based on Focus Advisor Solutions, LLC

Occupation focus

Founder/Business Owner Executive

Based on Focus Advisor Solutions, LLC

Location

190 Carondelet Plaza, Suite 600

Saint Louis MO 63105

Advisors at this office

17

Advisors at this office

user avatar

Christopher H

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Christopher Hadeler is a Series 65-licensed financial advisor at Focus Advisor Solutions, LLC with two years of industry experience. He has been with Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary retirement plan services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Andrew F

CFP®, Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Andrew Fenton is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and delivers discretionary fixed-income management and fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jeffery Y

CFP®, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Jeffery Yorg is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Partners, and Gurtin Fixed Income Management. In addition to his advisory work, he is an adjunct professor teaching public finance at the University of Texas at Austin and serves as an alderman in Clayton, Missouri. Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested model portfolios and discretionary fixed‑income management, serving approximately 33,000 clients with about 42 advisors and managing roughly $41 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Alexa K

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Jose C

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Angela M

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Angela Muckler is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. Her prior roles include positions at STIFEL and Foreside Financial Services, LLC. She also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, where she assists advisors with client case design and relationship development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified and systematically invested model portfolios from providers such as Dimensional, Vanguard, and BlackRock. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets across about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Benjamin L

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Benjamin Lanning is a Series 65-licensed advisor with 18 years of industry experience, currently associated with Focus Advisor Solutions, LLC. He has worked at Buckingham Wealth Partners since 2007. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, supporting advisors with operational functions and a range of investment solutions.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Kristen D

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Kristen Donovan is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Buckingham Strategic Partners, LLC since 2014. Donovan serves as an advisory board member for a retirement planning organization affiliated with Fidelity, participating in biannual industry events. Focus Advisor Solutions, LLC provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Daniel R

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Daniel Rush is a financial advisor at Focus Advisor Solutions, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He is based in St. Louis, MO. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion of assets through a team of about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Xuyi C

Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary services for retirement plans, serving over 33,000 clients with a focus on integrated platform solutions.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Leanne G

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Leanne Geer is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Waddell & Reed, Inc., Woodbury Financial Services, Inc., and Jones Investment Group. Outside of her advisory work, she serves as Branch Exchequer (Treasurer) for the Society for Creative Anachronism and maintains a bookkeeping sole proprietorship for Berylson Trucking. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a high advisor-to-client ratio.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Kevin C

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Kevin Carlton is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Buckingham Strategic Partners since 2013 and joined The Colony Group in 2024. He is currently affiliated with Focus Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and discretionary fixed-income management. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving over 33,000 clients through about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Mark P

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Mark Pitcher is a financial advisor at Focus Advisor Solutions, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Partners, LLC and Buckingham Strategic Wealth, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios constructed from providers such as Dimensional, Vanguard, and BlackRock, along with discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Laura B

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Laura Barr is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 credential and has worked at Buckingham Strategic Partner, LLC from 2022 to present, Freedom Path Investors from 2020 to 2021, and Made Homes from 2014 to 2021. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving approximately 42 advisors and over 33,000 clients with around $41 billion in regulatory assets under management and administration.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Nolan T

Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Nolan Tran is a financial advisor with Focus Advisor Solutions, LLC in St. Louis, Missouri, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Busey Bank. Before entering the financial sector, he worked in several service industry roles including at Prairie INN Bar and Pizza Hut. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving over 33,000 clients through approximately 42 advisors and managing about $41 billion in regulatory assets.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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