Purpose Driven Wealth Advisors LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Purpose Driven Wealth Advisors LLC, founded in 2025 and registered in April 2026, provides discretionary and non‑discretionary asset management, financial planning and consulting, and referrals to third‑party managers. The firm states it serves individuals, high‑net‑worth individuals, and corporations or business entities, and documents client goals, time horizons and risk tolerance to tailor advice.

Investment work is delivered through a mix of in‑house portfolio management and platform solutions such as Orion Portfolio Solutions, and PDWA may recommend TPMs (including Gradient Investments) when appropriate. Financial planning is offered on an hourly basis ($250/hour) with plans typically delivered within 30 days, and account reviews are performed at least quarterly; the brochure discloses that PDWA receives referral fees and shares TPM management fees.

Compared with peers, PDWA combines a relatively uncommon hourly planning fee with active selection and fee‑sharing arrangements with other advisers, and it maintains an affiliated insurance business whose agents may receive commissions. The firm reported no client assets or managed accounts as of April 23, 2026, and does not act as a private fund adviser, which narrows its scope relative to firms that manage private funds or have established AUM.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $4,000,000: 0.65% annually Over $4,000,000+: 0.50% annually

Commissions

Insurance products commission based compensation received by firm representatives in their separate insurance agent activities.

Project-based

$250 per hour for financial planning services.

Main office location

Purpose Driven Wealth Advisors LLC

2810 N. Parham Rd,, Suite 260

Richmond VA 23294, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure

Quick links

(804) 301-4291

Advisors at this firm

Andrew C

Series 65

Richmond, VA

Purpose Driven Wealth Advisors LLC

Andrew Cooke is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Purpose Driven Wealth Advisors LLC, Purpose Driven Retirement Planners, and The Retirement Smith LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis alongside client profile tools to tailor investment strategies.

Retirement income strategy Founder/Business Owner

Stuart H

ChFC®, Series 65, Series 66

Richmond, VA

Purpose Driven Wealth Advisors LLC

Stuart Hunsicker is a financial advisor with Gradient Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses, and has 10 years of industry experience. His prior work includes roles at Purpose Driven Wealth Advisors LLC, Foundations Investment Advisors, and AE Wealth Management, among others. He is also the owner and managing member of Purpose Driven Retirement Planners, an insurance-related business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Retirement income strategy Founder/Business Owner

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