FocusYou
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$59,981,044
Clients
71
Advisors
1
of 1 employees
About
FocusYou advises individuals, high-net-worth households, trusts, pension and profit‑sharing plans, and business entities, providing ongoing investment supervisory services, holistic financial planning, and the selection of third‑party money managers. The firm also produces periodic newsletters and social media content and offers educational seminars and workshops, which it includes as part of its advisory services.
The firm develops a written Investment Policy Statement for each client and typically provides advice under non‑discretionary arrangements, obtaining client approval prior to trade execution; it charges customary percentage‑of‑AUM advisory fees for portfolio management. Investment implementation is largely carried out through third‑party asset managers that use a long‑term, passive-oriented approach emphasizing broad diversification across some 14–15 asset classes and an overweight to small‑cap and value exposures.
What is distinctive about the firm is that nearly all reported assets under management are non‑discretionary, a structure that is uncommon among peers and can affect trade timing and execution responsibilities. The adviser also discloses an affiliation with insurance activities and accepts fee‑sharing from third‑party managers it recommends, and it requires use of its recommended custodian — features that create potential conflicts of interest the firm discloses in its brochure.
Client services
Expertise
Fee options
Fixed financial planning fees ranging approximately from $4,000 to $15,000 depending on client complexity; seminar fees from $10 to $100 per attendee
$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: Negotiable
Hourly consultation fees $300 to $500 per hour (rare instances)
Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,500 per quarter ($10,000 annually); maximum fee $12,000 per quarter ($48,000 annually); fees negotiable Fee-only: Financial Planning Fees: fixed fees ranging from $4,000 to $15,000; hourly consultation fees $300 to $500 per hour (rare); Annual Advisory Services fees minimum $14,000 annually for Complete Focus, $7,500 annually for Core Focus, $2,000+ per situation for Limited Focus
Main office
303 Twin Dolphin Dr, Suite 600
Redwood City CA 94065
Advisors at this office
1
Most active in
California
Also doing business as
Focus You · Focus Youniversity · Focus Youniversity, LLC · Focusyou
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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