The Institute for the Fiduciary Standard

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Building a fiduciary culture of honesty, integrity, and expertise.

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Focused Finances LLC

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Focused Finances LLC

1300 Clay Street Suite 600
Oakland, CA 94612

877-746-7914
[email protected]
www.focusedfinances.com

Services

Focused Finances offers comprehensive wealth management and investment management and financial planning. Focused Finances will work with clients remotely.  There are digital platform (robo) services available.

Compensation methods accepted
Assets Under Management (AUM)
Hourly
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
Finance or a related area
CFP® (Certified Financial Planners).

Link to SEC/state registration
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=130911

Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners