Purpose1st Financial fees and pricing

Financial planner in Hilliard, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 20, 2026, Purpose1st Financial charges a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $2,500; “Financial Planning is offered on a flat-fee basis, with a minimum fee of $2,500.”

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

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no rebate will be needed upon termination of the account, however any earned unpaid fees will be owed.”

Its flat or project fee of $2,500 is below the Ohio median of $3,250. 33% of the 199 other Ohio planners that publish a flat or project fee charge less.

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: 1% a year
Minimum: $2,500 minimum fee (stated in brochure)
Employees: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed: $143,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339089
Website: purpose1st.co (opens in new tab)
Phone: (614) 467-0617

Is something on this page wrong or out of date?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.