Purpose First Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,434,053
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
172
18% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
172
Very HighAverage account size
$351,361
About
Purpose First Financial serves individuals (including both high-net-worth and non‑HNW clients), small businesses, and charitable clients, providing written financial plans and ongoing portfolio management along with retirement, tax, education, and estate planning advice. The firm reports approximately $60.5 million in assets under management across its client base and offers both broad-based and modular planning engagements, with written plans delivered at the completion of planning work.
The firm’s investment approach combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory techniques, using both active and passive strategies and occasional values‑based screening to build diversified, tax‑aware portfolios intended for long‑term holding. Portfolios are managed on discretionary or non‑discretionary terms according to client preferences, with written investment guidelines, periodic reviews, and quarterly reporting.
Noteworthy distinctions include the firm’s regular complimentary educational workshops on personal finance and investing, a service that is uncommon among peers, and the fact that an associate is a licensed insurance agent who may recommend annuities or life insurance; the brochure discloses these insurance activities, related commissions, and mitigation steps such as offsetting risk‑management planning fees when a commissionable policy is purchased. The firm also notes platform and third‑party relationships for insurance consultation and discloses an unusual rental arrangement in which the principal owns income‑producing real estate from which some clients lease space, with stated conflict‑management measures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
General estate planning guidance
Fee options
$0 - $249,999: 0.95% annually $250,000 - $499,999: 0.85% annually $500,000 - $999,999: 0.75% annually $1,000,000 - $2,999,999: 0.65% annually $3,000,000 - $4,999,999: 0.55% annually $5,000,000+: 0.45% annually
Minimum fee: Minimum fee of $1,000 per year for new clients expected billing between investment management plus financial planning services. Fee-only: Fixed fees for financial planning services ranging from $250 to $10,000 or more depending on complexity.
Main office location
Purpose First Financial, LLC
820 Ne 7 Th St, Suite 2
Grants Pass OR 97526, United States
Number of offices
1
Most active in
Purpose First Financial, LLC has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
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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.
Forms ADV
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