Joshua Escalante Troesh
Purposeful Strategic Partners · Alta Loma, California
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.
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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 |
| SEC registration | Investment adviser representative in AZ, CA · CRD 6910288 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | purposefulsp.com |
| Profile |
How Joshua'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 Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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