Sanay Patel
Purpose Wealth · Longmont, Colorado
Sanay Patel is a fee-only financial advisor at Purpose Wealth in Longmont, Colorado. Sanay charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $7,500 a year) and focuses on flat-fee planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Purpose Wealth |
|---|---|
| Based in | Longmont, Colorado |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,500 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $12.8M across 71 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 4687039 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.purposewealth.co |
| Profile |
How Sanay's firm compares
- Ongoing planning starts at $7,500 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Purpose Wealth's average account is about $180,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Sanay
Is Sanay Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sanay holds no broker registration, and Purpose Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sanay charge for financial advice?
Sanay charges a flat fee or retainer and an ongoing planning fee.
How much does Sanay charge?
According to Purpose Wealth's website, checked October 30, 2026: ongoing planning from $7,500 a year.
Does Sanay work with clients virtually?
Yes. Purpose Wealth says on its website that it works with clients remotely.
Where is Sanay Patel based?
Sanay Patel is based in Longmont, Colorado.
What does Sanay specialize in?
Sanay's specialties include flat-fee planning, tax planning and estate & legacy planning.
Is Sanay Patel registered with the SEC?
Yes. Sanay Patel is registered as an investment adviser representative in CO and TX (CRD 4687039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purpose Wealth manage?
Purpose Wealth reports $12.8M across 71 accounts in assets under management.
How do I contact Sanay Patel?
Through Sanay's website, www.purposewealth.co.
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
- Purpose Wealth 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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