Purtill Financial LLC fees and pricing

Financial planner in Highland Heights, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Purtill Financial LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Compensation – Consulting Consulting services are provided on an hourly basis of $150 per hour.”

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

“All consulting fees are due quarterly in arrears.”
“Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
“Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.8% a year
Minimum: $250 minimum fee (stated in brochure)
Clients: 162
Employees: 5
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $207,051,882
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 133764
Website: purtillfinancial.com (opens in new tab)
Phone: (440) 484-5340

Can advise clients in 3 states: Florida, Ohio, Texas

Is something on this page wrong or out of date?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