Purpose Financial Planning LLC

Overview

Purpose Financial Planning LLC is a small, independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also operates as an insurance broker, which suggests a role in coordinating both investment portfolios and insurance-based solutions. The adviser charges fees based on a percentage of assets under management and is owner-operated as an individual-run RIA rather than a multi-state or institutional allocator. Investment activity is centered on equities and exchange-traded products as the primary building blocks for client portfolios. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser, which indicates a locally concentrated client footprint and a straightforward, fee-based practice focused on core wealth management and insurance planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices