Paired Purpose Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management to individuals and high‑net‑worth clients, combining investment management and written financial planning delivered on either an ongoing or project basis. Services include portfolio management for individual accounts, financial planning across cash flow, retirement, tax, estate, and insurance topics, and referrals to third‑party professionals when appropriate.
Paired Purpose structures client portfolios around tailored asset‑allocation targets and uses passive strategies, model portfolios, and direct indexing as implementation tools, while maintaining discretionary trading authority for managed accounts. It also engages and evaluates outside managers and model marketplaces to implement strategies, and offers a mix of billing arrangements — including fixed and hourly fees for planning engagements — rather than relying solely on assets‑based fees.
Noteworthy for a newly registered, zero‑AUM firm, Paired Purpose’s principal holds CFP® certification and equity‑compensation credentials, and the firm emphasizes formal due diligence when selecting other advisers and technology‑enabled custodial platforms. The firm does not advise or manage private funds and relies on third‑party platforms and outside managers for execution, custody, and certain implementation services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Hourly rate of $500 for Project-Based Financial Planning and for Washington clients' ongoing financial planning
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 Fee-only: Ongoing Financial Planning: annual fees generally range from $10,000 to $20,000 paid quarterly in arrears; Project-Based Financial Planning: fixed fees generally range from $10,000 to $20,000 or hourly at $500 per hour
Main office
Louisville CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Paired Purpose Financial Planning · Paired Purpose Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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