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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FOCAL POINT FINANCIAL PLANNING, LLCCRD Number: 311040Annual Amendment
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What is fee-only financial planning focal?
Fee-only financial planning focal is a report that details fees charged for financial planning services without any commissions or product sales.
Who is required to file fee-only financial planning focal?
Financial planners who provide fee-only services are required to file fee-only financial planning focal.
How to fill out fee-only financial planning focal?
Fee-only financial planning focal can be filled out by providing details of the fees charged for financial planning services.
What is the purpose of fee-only financial planning focal?
The purpose of fee-only financial planning focal is to provide transparency on the fees charged for financial planning services.
What information must be reported on fee-only financial planning focal?
Information such as the amount of fees charged, types of services provided, and any other relevant details must be reported on fee-only financial planning focal.
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