R. Allen Purkiss
Purkiss Capital Advisors, LLC · Ridgefield, Connecticut
R. Allen Purkiss is a fee-only financial advisor at Purkiss Capital Advisors, LLC in Ridgefield, Connecticut, who holds the CFP credential.
- $842M
- Firm assets managed
- $676,000
- Firm's average account
How does R. Allen's firm compare?
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Purkiss Capital Advisors, LLC's average account is about $676,000, from its Form ADV (assets managed divided by 1,246 accounts).
Questions about R. Allen
Is R. Allen Purkiss a fee-only financial advisor?
Yes. R. Allen Purkiss is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does R. Allen Purkiss charge for financial advice?
R. Allen's firm, Purkiss Capital Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is R. Allen Purkiss based?
R. Allen Purkiss is based in Ridgefield, Connecticut.
What credentials does R. Allen Purkiss hold?
R. Allen Purkiss holds the CFP credential.
How much does Purkiss Capital Advisors, LLC manage?
Purkiss Capital Advisors, LLC reports $842.2M across 1,246 accounts in assets under management.
How do I contact R. Allen Purkiss?
Contact details aren't on file yet. Search for Purkiss Capital Advisors, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Purkiss Capital Advisors, LLC |
|---|---|
| Based in | Ridgefield, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $842.2M across 1,246 accounts |
| Credentials | CFP |
| Firm size | 8 employees |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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