Purpose Wealth fees and pricing

Published fees

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

Hourly rate

$200⁠-⁠$400/hr

“Hourly fees are charged at a rate of $200 to $400 per hour and are billed in one-minute increments.”

Flat or project fee

$1,000⁠-⁠$10,000

“Project-based fees are fixed in advance and typically range from $1,000 to $10,000, depending on the scope and complexity of the engagement.”

Annual fee

$7,500⁠-⁠$20,000/yr

“Clients are charged a fixed fee based on the complexity of their financial situation, and ranges from $7,500 to $20,000 per year.”

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

How Purpose Wealth bills

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

• “Clients may terminate the Financial Advisory Agreement without penalty, for full refund of Purpose Wealth’s fees, within five business days of signing the Financial Advisory Agreement.”
• “Fixed financial advisory fees are paid quarterly in arrears.”
• “Purpose Wealth does not collect fees in advance.”

How Purpose Wealth’s fees compare

• Its hourly rate of $200-$400 spans the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Longmont that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Colorado median of $5,250. 54% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Longmont that publish a flat or project fee charge less.
• Its annual fee of $7,500-$20,000 spans the Colorado median of $7,750. 72% of the 57 other Colorado planners that publish an annual fee charge less.
• 2 of the 2 other planners in Longmont that publish an annual fee charge less.

About Purpose Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

3% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$12,793,673

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328934

Website

purposewealth.co (opens in new tab)

Phone

(303) 558-1011

Other planners in Longmont that publish fees

• Best Life Financial Planning, LLCLongmont$200/hr, $1,000⁠-⁠$7,000
• Boulder Financial Planning CompanyLongmont$450/hr, $1,000⁠-⁠$10,000
• Ellis Financial Solutions LLCLongmont$150⁠-⁠$500
• Momentum Financial Planning LLCLongmont$3,299, $349⁠-⁠$478/mo
• MoneyfullLongmont$250⁠-⁠$450/hr
• My Wealth PlannersLongmont$10,000/yr

Compare all 9 planners in Longmont