Firm
Purpose Built Financial Services, LLC
Moorestown, New Jersey
Fee-only
Purpose Built Financial Services, LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 30 individual clients, 20 of them high net worth.
- Its average account is about $324,000 (assets it manages divided by its 88 accounts).
- Its ongoing planning fee starts at $13,200 a year, above the New Jersey median of $7,450.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Moorestown, New Jersey |
|---|---|
| Website | purposebuiltfs.com |
| [email protected] | |
| Phone | (215) 278-9559 |
Purpose Built Financial Services, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $13,200 a year |
|---|---|
| One-time plan | From $9,900 |
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"$ 1,100 / month" source
"75% of annual fee" source
"Above that amount the annual fee is 0. 50% up to a maximum combined fee (planning plus AUM) of $25,000." source
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 | $29 million |
| Individual clients | 10 |
| High-net-worth clients | 20 |
| Accounts managed | 88 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 326554 |