Firm
Purple DOG Investments
Springfield, New Jersey
Fee-only
Purple DOG Investments at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 279 individual clients.
- Its average account is about $91,000 (assets it manages divided by its 569 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Springfield, New Jersey |
|---|---|
| Website | purpledoginvestments.com |
| Phone | (973) 346-4150 |
Purple DOG Investments fees
Purple DOG Investments 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 |
|---|---|
| Assets managed | $52 million |
| Individual clients | 279 |
| Accounts managed | 569 |
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 300905 |
Advisors at this firm (1)
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