Purpose Built
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Purpose Built Financial Services is a fee-only, independent advisory firm that works with individual and high-net-worth clients. The firm offers comprehensive financial planning, discretionary wealth management (available only to clients engaged in its planning service), hourly project consulting, and tax return preparation.
Investment management is implemented primarily through passive, asset-allocation strategies using index mutual funds and ETFs, with portfolios managed on a discretionary basis aligned to each client’s written investment policy. The firm integrates portfolio management with its planning process, conducts quarterly account reviews, and permits client-imposed restrictions on holdings.
Distinctive features include a principal with both CFP® and CPA credentials, an Initial Engagement Fee structure that covers plan development and services through month six followed by an ongoing monthly planning fee (with an automatic annual adjustment and no termination penalty), and in-house tax preparation along with business- and pension-focused planning services. With roughly 30 clients and about $28.5 million in discretionary AUM, the firm operates as a small solo practice emphasizing integrated planning and tax-related services rather than standalone asset management.
Client services
Expertise
Fee options
$0 - $1,000,000: 0% (Included in planning fee) $1,000,000+: 0.50% annually on amount over $1,000,000
Hourly fee of $350 for specific advisory services.
Fee-only: Financial planning fees including Initial Engagement Fee ranging from $4,500 to $12,000 and ongoing monthly fees ranging from $750 to $2,000 per month starting month seven.
Main office
300 Mill St, Suite 235
Moorestown NJ 08057
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
Purpose Built · Purpose Built Financial Services 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)