Purposepath Capital, LLC fees and pricing

Financial planner in Quincy, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 12, 2026, Purposepath Capital, LLC charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 12, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “Services and Coaching Services PurposePath separately offers ongoing Financial Planning Services and Coaching Services quoted as an 7 annual packaged fixed fee at a rate generally starting at $2,500 annually.”

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

“Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
“Planning and coaching fees are generally billed directly to the client quarterly in arrears, although up to half of the first year annual fee may be billed in advance.”
“Should services be terminated by either party during the annual period, fees will be prorated based on the degree to which services have been completed and any payments made in advance will be prorated and refunded to the client.”

Its annual fee of $2,500 is below the Illinois median of $7,500. 16% of the 77 other Illinois planners that publish an annual fee charge less.

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: 1.5% a year
Clients: 135
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $62,998,932
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315556
Website: instagram.com/purposepathcapital (opens in new tab)
Phone: (888) 507-8158

Can advise clients in 2 states: Illinois, Missouri

Is something on this page wrong or out of date?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