# Carly Purtill

> Carly Purtill is a fee-only financial advisor at Purtill Financial in Willoughby, Ohio, who holds the PFS credential. Carly charges a percentage of assets, hourly fees and a flat fee or retainer ($150 an hour and 0.8% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/carly-purtill/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Purtill Financial
- **Based in:** Willoughby, Ohio
- **Fee model:** Percentage of assets; Hourly; Flat fee or retainer
- **Fees (firm's website):** $150 an hour; 0.8% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $207.1M across 555 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Executives, Retirees, Early-career professionals
- **CRD:** 6343491 (https://adviserinfo.sec.gov/individual/summary/6343491)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.purtillfinancial.com

## Frequently asked questions

### Is Carly Purtill a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carly holds no broker registration, and Purtill Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carly charge for financial advice?

Carly charges a percentage of assets, hourly fees and a flat fee or retainer.

### How much does Carly charge?

According to Purtill Financial's website, checked October 30, 2026: $150 an hour; 0.8% a year on the first tier of assets managed.

### Where is Carly Purtill based?

Carly Purtill is based in Willoughby, Ohio.

### What does Carly specialize in?

Carly's specialties include retirement planning and tax planning. Carly works with executives, retirees and early-career professionals.

### What credentials does Carly Purtill hold?

Carly Purtill holds the PFS credential.

### Is Carly Purtill registered with the SEC?

Yes. Carly Purtill is registered as an investment adviser representative in OH and TX (CRD 6343491), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Purtill Financial manage?

Purtill Financial reports $207.1M across 555 accounts in assets under management.

### How do I contact Carly Purtill?

Through Carly's website, www.purtillfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6343491): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.purtillfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.