Purple Dog Investments LLC fees and pricing

Financial planner in Springfield, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 28, 2026, Purple Dog Investments LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “The investment advisory agreement will stipulate the fee rate upon agreement with each client. 4|Page Consulting Services For consulting services, the fee will be an hourly rate of $350.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed monthly in arrears, based on that month-end’s total market value.”
“Fees are billed monthly when services are rendered.”

Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 279
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $51,583,034
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 300905
Website: purpledoginvestments.com (opens in new tab)
Phone: (973) 346-4150

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.