Firm
Purposeful Strategic Partners
Alta Loma, California
Fee-only
Purposeful Strategic Partners at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 58 individual clients, 3 of them high net worth.
- Its average account is about $78,000 (assets it manages divided by its 151 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Alta Loma, California |
|---|---|
| Website | purposefulsp.com |
| [email protected] | |
| Phone | (213) 267-7840 |
Purposeful Strategic Partners fees
Purposeful Strategic Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 | $12 million |
| Individual clients | 55 |
| High-net-worth clients | 3 |
| Accounts managed | 151 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 292853 |