# Joshua Escalante Troesh

> Joshua Escalante Troesh is a fee-only financial advisor at Purposeful Strategic Partners in Alta Loma, California, who holds the CFP and MBA credentials. Joshua 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/joshua-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
- **CRD:** 6910288 (https://adviserinfo.sec.gov/individual/summary/6910288)
- **SEC registration:** Investment adviser representative in AZ, CA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://purposefulsp.com

## Frequently asked questions

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

Yes. Joshua Escalante Troesh is listed in 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 Joshua's firm.

### How does Joshua charge for financial advice?

Joshua charges a percentage of assets and an ongoing planning fee.

### Where is Joshua Escalante Troesh based?

Joshua Escalante Troesh is based in Alta Loma, California.

### What does Joshua specialize in?

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

### What credentials does Joshua Escalante Troesh hold?

Joshua Escalante Troesh holds the CFP and MBA credentials.

### Is Joshua Escalante Troesh registered with the SEC?

Yes. Joshua Escalante Troesh is registered as an investment adviser representative in AZ and CA (CRD 6910288), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Purposeful Strategic Partners manage?

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

### How do I contact Joshua Escalante Troesh?

Through Joshua's website, purposefulsp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45462): NAPFA admits only fee-only advisors
- 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

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