Brent Hoskins
BH
CFP
Brent Hoskins
BH
CFP

Brent Hoskins

26 Years of Experience
Prairie Village, KS

Brent Hoskins is a CFP-designated registered investment advisor at Focal Point Financial Group, based in Prairie Village, KS, with 26 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 68 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
68 clients
Average Client Portfolio
$220K average
Assets Under Management
$15.0M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.85%
$1.0M - $3.0M0.75%
$3M+0.65%

Fees are negotiable. Lower fees apply when subscribing to ongoing financial planning: $0 - $1,000,000: 0.70%, $1,000,001 - $3,000,000: 0.60%, $3,000,001 and Above: 0.50%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Brent Hoskins
BH
Brent Hoskins

Location

7301 Mission Road, Suite 244A, Prairie Village, KS, 66208

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Focal Point Financial Group
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
Lexaurum Advisors, LLC
April 2018 - September 2019 · 1 yr 5 mos
American Century Personal Financial Solutions, INC.
November 2017 - March 2018 · 4 mos
American Century Brokerage, INC.Broker
February 2010 - December 2012 · 2 yrs 10 mos
American Century Investment Services INC.Broker
February 2010 - March 2018 · 8 yrs 1 mo
American Century Advisory Services, INC.
February 2010 - December 2012 · 2 yrs 10 mos
Syverson & Company, LLC
March 2009 - February 2010 · 11 mos
Strategic Advisers, INC.
May 2007 - February 2009 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
March 2007 - February 2009 · 1 yr 11 mos
American Century Advisory Services, INC.
October 2004 - February 2007 · 2 yrs 4 mos
American Century Brokerage, INC.Broker
April 2004 - February 2007 · 2 yrs 10 mos
American Century Investment Services INC.Broker
November 1999 - February 2007 · 7 yrs 3 mos
State Registrations3 states
KSMOTX
Advisor

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.

Exams
No exam information available for this advisor.
Brent Hoskins
BH
Contact
Brent Hoskins
Brent Hoskins - Financial Advisor | TrueAdvisor