Purpose Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$24,000

“Fixed fee rates range from $1,000 to $24,000.”

Monthly fee

$300⁠-⁠$2,000/mo

“Annual fees range from $3,600 to $24,000 a year, and are paid monthly in advance, ranging from $300 to $2,000 a month.”

Annual fee

$3,600⁠-⁠$24,000/yr

From the same sentence as above.

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

How Purpose Financial Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Purpose Financial Planning’s fees compare

• Its flat or project fee of $1,000-$24,000 spans the Georgia median of $5,000. 89% of the 152 other Georgia planners that publish a flat or project fee charge less.
• Its annual fee of $3,600-$24,000 spans the Georgia median of $5,438. 77% of the 47 other Georgia planners that publish an annual fee charge less.

About Purpose Financial Planning

• Principal: Christopher Musick
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.6% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331194

Website

purposefp.com (opens in new tab)

Phone

(470) 481-1841

Other planners in Fayetteville that publish fees

• Dyche, Riley, & Selman Wealth ManagementFayetteville$175/hr
• Personal Financial Solutions, LLCFayetteville$75/hr
• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000

Compare all 3 planners in Fayetteville