# Sean Lovison

> Sean Lovison is a fee-only financial advisor at Purpose Built Financial Services, LLC in Moorestown, New Jersey, who holds the CFP and CPA credentials. Sean charges an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $13,200 a year and one-time plans from $9,900) and focuses on equity compensation, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/sean-lovison/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Purpose Built Financial Services, LLC
- **Based in:** Moorestown, New Jersey
- **Fee model:** Ongoing planning fee; One-time planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $13,200 a year; one-time plans from $9,900
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.5M across 88 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Equity compensation, Tax planning, Small business owners, Retirement planning, Estate & legacy planning
- **Works with:** Founders, Executives, Tech employees
- **CRD:** 7325555 (https://adviserinfo.sec.gov/individual/summary/7325555)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://purposebuiltfs.com

## Frequently asked questions

### Is Sean Lovison a fee-only financial advisor?

Yes. Sean Lovison is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sean's firm.

### How does Sean charge for financial advice?

Sean charges an ongoing planning fee, a one-time planning fee and a percentage of assets.

### How much does Sean charge?

According to Purpose Built Financial Services, LLC's website, checked October 28, 2026: ongoing planning from $13,200 a year; one-time plans from $9,900.

### Does Sean work with clients virtually?

Yes. Purpose Built Financial Services, LLC says on its website that it works with clients remotely.

### Where is Sean Lovison based?

Sean Lovison is based in Moorestown, New Jersey.

### What does Sean specialize in?

Sean's specialties include equity compensation, tax planning, small business owners, retirement planning and estate & legacy planning. Sean works with founders, executives and tech employees.

### What credentials does Sean Lovison hold?

Sean Lovison holds the CFP and CPA credentials.

### Is Sean Lovison registered with the SEC?

Yes. Sean Lovison is registered as an investment adviser representative in NJ and PA (CRD 7325555), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Purpose Built Financial Services, LLC manage?

Purpose Built Financial Services, LLC reports $28.5M across 88 accounts in assets under management.

### How do I contact Sean Lovison?

Through Sean's website, purposebuiltfs.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sean-lovison-11500): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.purposebuiltfs.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.