# Purpose Financial Planning

> Purpose Financial Planning is a state-registered investment advisory firm in Fayetteville, GA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 331194
- Filed as: PURPOSE FINANCIAL PLANNING
- Legal name: Purposefp, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fayetteville, GA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331194
- AdvisorCensus page: https://advisorcensus.com/firm/purpose-financial-planning-fayetteville-ga-331194

## Quick answers

**How is Purpose Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Purpose Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Purpose Financial Planning located?**
Purpose Financial Planning's principal office is in Fayetteville, GA, according to its Form ADV.

**Is Purpose Financial Planning registered with the SEC or a state?**
Purpose Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331194.

**How much does Purpose Financial Planning manage?**
Purpose Financial Planning reports $0 in regulatory assets under management in its Form ADV filing dated February 24, 2026.

**Does Purpose Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331194

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purposefp.com
- Facebook @purposefp
- Instagram @purpose_fp
- LinkedIn @purposefp
- YouTube @PurposeFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purpose Financial Planning (CRD 331194): Form ADV filing data as of October 2026.