Purposeful Planning fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Purposeful Planning charges $250-$475 an hour and a flat or project fee of $2,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$475/hr
“The fees are charged at a rate of $250.00 to $475.00 per hour or at a negotiated flat rate usually range from $2,500 to $15,000 depending on scope of services provided.”
- Flat or project fee
- $2,500-$15,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Purposeful Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the quarter.”
- “If this Agreement is terminated prior to the end of the fee period, Purposeful Planning shall be entitled to a prorated fee based on the number of days during the fee period services were provided.”
- “Client may elect to be billed directly or have fees deducted from Plan Assets.”
How Purposeful Planning’s fees compare
- Its hourly rate of $250-$475 spans the Nevada median of $300. 67% of the 64 other Nevada planners that publish an hourly rate charge less.
- 15 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$15,000 spans the Nevada median of $5,000. 68% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 18 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
About Purposeful Planning
- Principal: Christina J. Mangino
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax 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
- 1% a year
- Clients
- 33
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $24,639,601
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299221
- Phone
- (702) 806-6720
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.