Carly Purtill
Purtill Financial · Willoughby, Ohio
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.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
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 |
| Assets under management | $207.1M across 555 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OH, TX · CRD 6343491 |
| Exams passed | Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.purtillfinancial.com |
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Questions about Carly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Purtill Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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