Marcus Blanchard
Marcus Blanchard is a CFP, ChFC-designated registered investment advisor at Focal Point Financial Planning, LLC, based in Pleasant Grove, UT, with 8 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable and depend on the client's needs and complexity.
Fee Estimator
Location
Pleasant Grove, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marcus is involved with Estate Planning Team, marketing Deferred Sales Trusts and prospecting for estate and tax planning clients. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Focal Point Financial Planning, LLC
Previous Registrations
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.