Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 30
Average Client Assets: $3.0 million
Frequently Asked Questions
PURPOSEFUL FINANCIAL AND LEGACY PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135813), PURPOSEFUL FINANCIAL AND LEGACY PLANNING is subject to fiduciary duty under federal law.
PURPOSEFUL FINANCIAL AND LEGACY PLANNING serves 30 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, PURPOSEFUL FINANCIAL AND LEGACY PLANNING offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PURPOSEFUL FINANCIAL AND LEGACY PLANNING manages $107 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, PURPOSEFUL FINANCIAL AND LEGACY PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.77%
Average Client Assets: $3.0 million
Total Client Accounts: 336
Non-Discretionary Accounts: 336
Regulatory Filings
CRD Number: 135813
Filing ID: 2056578
Last Filing Date: 2026-02-19 11:52:59