Erin O'Brien
Purposeful Money LLC · Naples, Florida
Erin O'Brien is a fee-only financial advisor at Purposeful Money LLC in Naples, Florida, who holds the CFP and EA credentials. Erin charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and typically works with clients with $1,500,000 or more) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Purposeful Money LLC |
|---|---|
| Based in | Naples, Florida |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in FL · CRD 4506749 |
| Exams passed | Series 63 (2002) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | purposefulmoney.com |
| Profile |
How Erin's firm compares
- Purposeful Money LLC's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Erin
Is Erin O'Brien a fee-only financial advisor?
Yes. Erin O'Brien is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erin's firm.
How does Erin charge for financial advice?
Erin charges a percentage of assets and an ongoing planning fee.
How much does Erin charge?
According to Purposeful Money LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,500,000 or more.
Does Erin work with clients virtually?
Yes. Purposeful Money LLC says on its website that it works with clients remotely.
Where is Erin O'Brien based?
Erin O'Brien is based in Naples, Florida.
What does Erin specialize in?
Erin's specialties include retirement planning. Erin works with retirees and pre-retirees.
What credentials does Erin O'Brien hold?
Erin O'Brien holds the CFP and EA credentials.
Is Erin O'Brien registered with the SEC?
Yes. Erin O'Brien is registered as an investment adviser representative in FL (CRD 4506749), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Purposeful Money LLC manage?
Purposeful Money LLC reports $1.25B across 4,262 accounts in assets under management.
How do I contact Erin O'Brien?
Through Erin's website, purposefulmoney.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
- Purposeful Money LLC 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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