Firm
Purpose Financial Planning
Fayetteville, Georgia
Fee-only
Purpose Financial Planning at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $3,000 a year, below the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Fayetteville, Georgia |
|---|---|
| Website | purposefp.com |
| [email protected] | |
| Phone | (470) 481-1841 |
Purpose Financial Planning 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 $3,000 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 1.2% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$250–$2,000 a month, based on how much there is to work through." source
"A simple plan starts at $2,500." source
"The first $500,000 1.20%" source
"Simple fees, no commissions, & no asset minimums" 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 · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 331194 |