Purpose Built fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The Initial Engagement Fee is allocated between plan development, earned at PBFS’s standard hourly rate of $350 per hour for work actually performed, and ongoing services during months one through six, earned ratably on a monthly basis.”

Monthly fee

$750⁠-⁠$2,000/mo

“Beginning in month seven, services continue at an ongoing monthly fee, generally ranging from $750 to $2,000 per month, paid monthly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Purpose Built bills

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

• “The Initial Engagement Fee is billed after the five business day termination period has elapsed.”
• “The fee is calculated based on the market value of the account during the billing period and is prorated for capital flows (deposits and withdrawals) that occur during the month.”
• “Termination Advisory fees are directly debited from client accounts, or the client may choose to pay by check or electronic debit.”

How Purpose Built’s fees compare

• 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.

About Purpose Built

• Principal: Sean Lovison
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Minimum

No minimum stated in brochure

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$28,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326554

Website

purposebuiltfs.com (opens in new tab)

Phone

(215) 278-9559

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Moorestown that publish fees

• Bluefin FinancialMoorestown$200⁠-⁠$400/hr, $250⁠-⁠$25,000
• Quaker Wealth Management LLCMoorestown$1,200⁠-⁠$10,000
• Viso Wealth Management LLCMoorestown$1,000⁠-⁠$10,000, $1,000⁠-⁠$10,000/qtr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000

Compare all 6 planners in Moorestown