# Josh Escalante Troesh

> Josh Escalante Troesh is a fee-only financial advisor at Purposeful Strategic Partners in Alta Loma, California, who holds the CFP and MBA credentials. Josh Escalante charges a percentage of assets and an ongoing planning fee and focuses on small business owners, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/josh-escalante-troesh/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Purposeful Strategic Partners
- **Based in:** Alta Loma, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11.8M across 151 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Small business owners, Tax planning, Retirement planning, Founders (pre-exit)
- **Works with:** Founders
- **Firm size:** 2 employees
- **Website:** http://purposefulsp.com

## Frequently asked questions

### Is Josh Escalante Troesh a fee-only financial advisor?

Yes. Josh Escalante Troesh is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Josh Escalante charge for financial advice?

Josh Escalante charges a percentage of assets and an ongoing planning fee.

### Where is Josh Escalante Troesh based?

Josh Escalante Troesh is based in Alta Loma, California.

### What does Josh Escalante specialize in?

Josh Escalante's specialties include small business owners, tax planning, retirement planning and founders (pre-exit). Josh Escalante works with founders.

### What credentials does Josh Escalante Troesh hold?

Josh Escalante Troesh holds the CFP and MBA credentials.

### How much does Purposeful Strategic Partners manage?

Purposeful Strategic Partners reports $11.8M across 151 accounts in assets under management.

### How do I contact Josh Escalante Troesh?

Through Josh Escalante's website, purposefulsp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/josh-escalante-troesh-10094): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://purposefulsp.com/): specialties, clients served, and fees, checked October 28, 2026

---

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