Purpose1st Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Purpose1st Financial is a state-registered independent advisory firm that provides investment management and comprehensive financial planning to individuals and high-net-worth clients. Beyond typical retail wealth management, the firm also offers business planning and employee-benefit analysis for business owners and corporate clients as part of its planning services.
The firm delivers advice through three model "Purpose Portfolios" (Foundation, Pathway, Vision) and uses a blend of fundamental, technical, cyclical and charting analysis to inform allocations. It also employs a weekly-updated, moving-average-based tactical model for risk management and tailors recommendations using a client suitability questionnaire.
Compared with many small independents, Purpose1st operates with more than one principal and conducts related non‑advisory activities that include educational programming and advisor training through the parent company and part‑time affiliations. One principal is licensed to sell insurance products and may receive commissions, a disclosed revenue source that creates potential conflicts of interest the firm addresses in its disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning flat fee starting at $2,500, fees may increase with complexity
$250,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.9% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.5%
Account minimum: $250,000 Minimum fee: Minimum fee of $2,500 for financial planning services
Main office
Hilliard OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Purpose1 St · Purpose1 St Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
Forms ADV
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