Michael Purtill
Purtill Financial · Cleveland Heights, Ohio
Michael Purtill is a fee-only financial advisor at Purtill Financial in Cleveland Heights, Ohio, who holds the CFP credential. Michael charges a percentage of assets, hourly fees and a flat fee or retainer ($150 an hour and 0.8% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
Facts
| Firm | Purtill Financial |
|---|---|
| Based in | Cleveland Heights, Ohio |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | $150 an hour · 0.8% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $207.1M across 555 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5823688 |
| Exams passed | Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.purtillfinancial.com |
| Profile |
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Questions about Michael
Is Michael Purtill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Purtill Financial 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 charges a percentage of assets, hourly fees and a flat fee or retainer.
How much does Michael charge?
According to Purtill Financial's website, checked October 30, 2026: $150 an hour; 0.8% a year on the first tier of assets managed.
Where is Michael Purtill based?
Michael Purtill is based in Cleveland Heights, Ohio.
What does Michael specialize in?
Michael's specialties include retirement planning and tax planning. Michael works with executives, retirees and early-career professionals.
What credentials does Michael Purtill hold?
Michael Purtill holds the CFP credential.
Is Michael Purtill registered with the SEC?
Yes. Michael Purtill is registered as an investment adviser representative in OH and TX (CRD 5823688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purtill Financial manage?
Purtill Financial reports $207.1M across 555 accounts in assets under management.
How do I contact Michael Purtill?
Through Michael's website, www.purtillfinancial.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
- Purtill Financial 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.
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