Lance Purcell
Phoenix Rising Wealth Management · Frisco, Texas
Lance Purcell is a fee-only financial advisor at Phoenix Rising Wealth Management in Frisco, Texas, who holds the CFP credential. Lance focuses on divorce financial planning and retirement planning. Phoenix Rising Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Lance →
Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Phoenix Rising Wealth Management |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $539.2M across 1,225 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 8093956 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.phoenixrisingwm.com |
Request an introduction to Lance
Tell Lance a little about what you're looking for. Lance isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lance
Is Lance Purcell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Phoenix Rising Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Phoenix Rising Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Lance work with clients virtually?
Yes. Phoenix Rising Wealth Management says on its website that it works with clients remotely.
Where is Lance Purcell based?
Lance Purcell is based in Frisco, Texas.
What does Lance specialize in?
Lance's specialties include divorce financial planning and retirement planning. Lance works with divorced individuals.
What credentials does Lance Purcell hold?
Lance Purcell holds the CFP credential.
Is Lance Purcell registered with the SEC?
Yes. Lance Purcell is registered as an investment adviser representative in TX (CRD 8093956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phoenix Rising Wealth Management manage?
Phoenix Rising Wealth Management reports $539.2M across 1,225 accounts in assets under management.
How do I contact Lance Purcell?
Through Lance's website, www.phoenixrisingwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Phoenix Rising Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.