Focused Mission Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,506,955
Clients
49
Advisors
1
of 2 employees
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
Expertise
Occupation focus
Demographic focus
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
11440 W. Bernardo Court, Suite 300
San Diego CA 92127
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Focused Mission Financial · Focused Mission Financial LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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