Michael Disalvo
Purposepath Capital · Quincy, Illinois
Michael Disalvo is a fee-only financial advisor at Purposepath Capital in Quincy, Illinois, who holds the CFP credential. Purposepath Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Purposepath Capital |
|---|---|
| Based in | Quincy, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $63.0M across 360 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MO, TX · CRD 5702935 |
| Exams passed | Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735 |
How Michael's firm compares
- Purposepath Capital's average account is about $175,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Michael
Is Michael Disalvo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Purposepath Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Purposepath Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Disalvo based?
Michael Disalvo is based in Quincy, Illinois.
What credentials does Michael Disalvo hold?
Michael Disalvo holds the CFP credential.
Is Michael Disalvo registered with the SEC?
Yes. Michael Disalvo is registered as an investment adviser representative in IL, MO and TX (CRD 5702935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purposepath Capital manage?
Purposepath Capital reports $63.0M across 360 accounts in assets under management.
How do I contact Michael Disalvo?
Through Michael's website, podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735.
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
- 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.
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