Purpose Driven Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Annual fee

$21,050/yr

“Total Client Annual Fees: $21,050 Fees are automatically deducted from the Client’s account by OPS and OPS will pay PDWA their portion of the fees.”

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

How Purpose Driven Wealth Advisors LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The fees are charged quarterly in arrears and are based on the average daily account balance for the period for the prior quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Purpose Driven Wealth Advisors LLC’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Richmond that publish an hourly rate charge less.
• Its annual fee of $21,050 is above the Virginia median of $6,350. 91% of the 55 other Virginia planners that publish an annual fee charge less.
• 5 of the 5 other planners in Richmond that publish an annual fee charge less.

About Purpose Driven Wealth Advisors LLC

• Principal: Stuart Hunsicker
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA and ChFC®.
• Founded: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

14

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$5,108,687

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339806

Phone

(804) 301-4291

Other planners in Richmond that publish fees

• Alexis AdvisorsRichmond$150⁠-⁠$350/hr
• Ark Financial Strategies LLCRichmond$2,000⁠-⁠$10,000
• Beale Healy Investment Advisors IncRichmond$100⁠-⁠$225/hr
• Bonwell Capital Management, LLCRichmond$250/hr, $250⁠-⁠$50,000
• Covenant Wealth AdvisorsRichmond$300/hr, $2,000⁠-⁠$30,000
• EvoadvisorsRichmond$10,000/yr

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