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Its services also include business succession planning, divorce planning, education planning, estate planning, family office services, insurance, philanthropic planning, tax planning and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Focus Partners Wealth charge?","answer":"Focus Partners Wealth charges up to 1.25% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Focus Partners Wealth use?","answer":"Focus Partners Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $90,633,196,522 and Fidelity Brokerage Services LLC (Smithfield, RI), with $55,122,918,851. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Focus Partners Wealth have?","answer":"Focus Partners Wealth has 800 investment adviser representatives registered with state securities authorities, out of 1,915 employees, and 1,025 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 2 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Focus Partners Wealth invest in?","answer":"At the end of its last fiscal year, Focus Partners Wealth’s separately managed accounts held 38% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 7% cash and equivalents, 4% pooled vehicles (private funds and similar), 4% various other assets, including charitable gift fund pools, individual retirement plan assets, annuities, etc., 3% U.S. government and agency bonds, 3% state and local bonds, 3% investment grade corporate bonds and 1% non-exchange-traded equities. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}