Firm
Purtill Financial
Highland Heights, Ohio
Fee-only
Facts
| Based in | Highland Heights, Ohio |
|---|---|
| Website | purtillfinancial.com |
| Phone | (440) 484-5340 |
Purtill Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $150 an hour |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Flat fee |
In the firm's words
"Special Project Consulting Services are billed at the hourly rate of $150 per hour when working with advisors." source
"First 0 - $1 million in invested assets 0.80% annually" source
"We charge an asset-based management fee to our clients" source
"Special Project Consulting Services are billed at the hourly rate of $150 per hour when working with advisors." 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 |
|---|---|
| Assets managed | $207 million |
| Individual clients | 86 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 133764 |