Purtill Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,820,180
Clients
162
Advisors
3
across 2 offices
About
Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting to individuals, families, high-net-worth clients, and charitable organizations. The firm delivers ongoing portfolio advice, retirement-plan advisement, and special-project consulting while stating it does not accept commissions or sell financial products.
The firm develops individualized investment policies through client discussions and provides portfolio recommendations on a non-discretionary basis; as of January 9, 2026 it reported $207,051,882 in non-discretionary assets under management and $45,928,334 in assets under advisement. Its methods of analysis include fundamental, technical, and cyclical approaches, and recommended portfolios may include individual equities, bonds, mutual funds, and ETFs selected to match client objectives and constraints.
Noteworthy compared with peers is Purtill’s multi-office footprint—five offices supporting three advisors and roughly 162 clients—which is uncommon for similarly sized supported firms, coupled with its predominant non-discretionary/advisory model. The firm’s practice emphasizes client-directed implementation (including client-directed brokerage and custody arrangements), provides retirement-plan advisory services, and discloses operational policies such as not voting proxies on client behalf.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.65% $3,000,001+: 0.50% 529 College Savings Programs+: 0.40%
$150 per hour
Minimum fee: $250 per quarter Fee-only: Wealth management fees and consulting hourly fees; no commissions accepted.
Main office
See office22 Alpha Park
Highland Heights OH 44143-2208
Advisors at this office
2
Offices (2)
Most active in
Florida · Ohio · Texas
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.
Quick links
Advisors at this firm
Michael P
CFP®, Series 65
Highland Heights, OH
Purtill Financial LLC
Michael Purtill is a CFP® with 15 years of industry experience and has been with Purtill Financial LLC since 2008. He is based in Highland Heights, OH, and holds a Series 65 license. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, utilizing fundamental, technical, and cyclical analysis methods to develop individualized investment policies.
Carly P
PFS™, Series 65
Highland Heights, OH
Purtill Financial LLC
Carly Purtill is a financial advisor at Purtill Financial LLC with 11 years of industry experience. She holds the PFS™ designation and the Series 65 license and has been with Purtill Financial since 2014. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, developing individualized investment policies through client discussions while maintaining a client-directed implementation approach.
Thomas G
Series 65
Fort Myers Beach, FL
Purtill Financial LLC
Thomas Geraci is a financial advisor at Purtill Financial LLC with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2007. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm primarily operates on a non-discretionary basis, using fundamental, technical, and cyclical analysis to develop individualized investment policies.
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