Purkiss Capital Advisors, LLC
Ridgefield, Connecticut
Purkiss Capital Advisors, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 8 employees and 409 individual clients, 157 of them high net worth.
- Its average account is about $676,000 (assets it manages divided by its 1,246 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Ridgefield, Connecticut |
|---|---|
| [email protected] | |
| Phone | (203) 431-5862 |
Questions about Purkiss Capital Advisors, LLC
How is Purkiss Capital Advisors, LLC paid?
Purkiss Capital Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Purkiss Capital Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Purkiss Capital Advisors, LLC, and 3 hold the CFP.
What is the average account at Purkiss Capital Advisors, LLC?
Purkiss Capital Advisors, LLC's average account is about $676,000. That's the assets on its Form ADV divided by its 1,246 accounts.
Purkiss Capital Advisors, LLC fees
Purkiss Capital Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $842 million |
| Individual clients | 252 |
| High-net-worth clients | 157 |
| Accounts managed | 1,246 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-64777) |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 124324 |