Josh Escalante Troesh
Purposeful Strategic Partners · Alta Loma, California
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Purposeful Strategic Partners |
|---|---|
| Based in | Alta Loma, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $11.8M across 151 accounts |
| Credentials | CFP · MBA |
| Firm size | 2 employees |
| Website | purposefulsp.com |
| Profile |
How Josh Escalante's firm compares
- Purposeful Strategic Partners's average account is about $78,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Josh Escalante
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.
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 Strategic Partners 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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