Chris Musick
Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business.
Purpose Financial Planning · Fayetteville, Georgia
Chris Musick is a fee-only financial advisor at Purpose Financial Planning in Fayetteville, Georgia, who holds the CFP and CKA credentials. Chris charges a flat fee or retainer and a percentage of assets (ongoing planning from $3,000 a year and one-time plans from $2,500) and focuses on equity compensation, small business owners and family wealth transfer.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Early-career professionals
- Executives
- Founders
About
Many founders reach a point where the business is working - but their personal finances still aren’t fully figured out.
Income is strong, but questions keep piling up. How much should you actually be paying yourself? Are you setting money aside in the right places? Are you being proactive with taxes - or just reacting? How do you balance investing, generosity, and long-term priorities while staying focused on building the business and leading your family?
This is where we work.
At Purpose Financial Planning, we serve as a Personal CFO on the life side of money for faith-driven founders. We help you organize the moving pieces of your personal finances, clarify what actually matters most, and build a plan that aligns your money with your family, faith, and calling - not just your business.
Our clients aren’t looking for investment picks or generic advice. They want confidence in their decisions. They want a clear structure for income, taxes, investing, and generosity. And they want a trusted partner who understands founder life and can help steward success intentionally, beyond the business.
Based in Georgia and serving clients nationwide, we are an independent, fee-only advisory firm integrating tax-smart planning, cash flow strategy, investing, and biblical stewardship. We work best with founders who want their financial plan to support the life they’re building - not compete with it.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Liquidity & Exit Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Wealth Management
- Stock Option Planning
- Portfolio Management
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- Executive Compensation
- Charitable Giving
- Business Succession Planning
Facts
| Firm | Purpose Financial Planning |
|---|---|
| Based in | Fayetteville, Georgia |
| Fee model | Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $2,500 · 1.2% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Credentials | CFP · CKA |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in GA · CRD 6675045 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | purposefp.com |
| Profile |
How Chris's firm compares
- Ongoing planning starts at $3,000 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the Georgia median of $2,000 for fee-only firms that publish prices.
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Tell Chris a little about what you're looking for. Chris isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chris
Is Chris Musick a fee-only financial advisor?
Yes. Chris Musick is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris charges a flat fee or retainer and a percentage of assets.
How much does Chris charge?
According to Purpose Financial Planning's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $2,500; 1.2% a year on the first tier of assets managed; no asset minimum.
Does Chris work with clients virtually?
Yes. Purpose Financial Planning says on its website that it works with clients remotely.
Where is Chris Musick based?
Chris Musick is based in Fayetteville, Georgia.
What does Chris specialize in?
Chris's specialties include equity compensation, small business owners, family wealth transfer, sustainable & impact investing, tax planning and estate & legacy planning. Chris works with high earners, HENRY (High Earners, Not Rich Yet), early-career professionals, executives and founders.
What credentials does Chris Musick hold?
Chris Musick holds the CFP and CKA credentials.
Is Chris Musick registered with the SEC?
Yes. Chris Musick is registered as an investment adviser representative in GA (CRD 6675045), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Purpose Financial Planning manage?
Purpose Financial Planning reports Under $25M in assets under management.
How do I contact Chris Musick?
Through Chris's website, purposefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Purpose Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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