# Purpose Financial Planning LLC

> Purpose Financial Planning LLC is a state-registered investment advisory firm in Schaumburg, IL, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 288823
- Filed as: PURPOSE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Schaumburg, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288823
- AdvisorCensus page: https://advisorcensus.com/firm/purpose-financial-planning-llc-schaumburg-il-288823

## Quick answers

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

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

**Is Purpose Financial Planning LLC registered with the SEC or a state?**
Purpose Financial Planning LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288823.

**How much does Purpose Financial Planning LLC manage?**
Purpose Financial Planning LLC reports $12,223,039 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Purpose Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (39).

**Does Purpose Financial Planning LLC 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/288823

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $12,223,039
- Discretionary: $12,223,039
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $2,665,120 |
| High net worth individuals | 40 | $9,557,919 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purposefinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purpose Financial Planning LLC (CRD 288823): Form ADV filing data as of October 2026.