Purtill Financial LLC

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Client assets under management

$206,820,180

Clients

162

47% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,276,668

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

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Cash flow / budgeting

Fee options

Percentage

$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%

Project-based

$150 per hour

Other

Minimum fee: $250 per quarter Fee-only: Wealth management fees and consulting hourly fees; no commissions accepted.

Main office location

Purtill Financial LLC

22 Alpha Park

Highland Heights OH 44143-2208, United States

Number of offices

Most active in

Florida · Ohio · Texas

Disclosures

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (440) 484-5340

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.

General retirement planning Wealth management Cash flow / budgeting

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.

General retirement planning Wealth management Cash flow / budgeting

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.

General retirement planning Wealth management Cash flow / budgeting

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