# Purposeful Financial and Legacy Planning

> Purposeful Financial and Legacy Planning is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 135813
- Filed as: PURPOSEFUL FINANCIAL AND LEGACY PLANNING
- Legal name: Martin Wealth Management
- Also doing business as: PURPOSEFUL FINANCIAL AND LEGACY PLANNING, PURPOSEFUL FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135813
- AdvisorCensus page: https://advisorcensus.com/firm/purposeful-financial-and-legacy-planning-135813

## Quick answers

**How is Purposeful Financial and Legacy Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Purposeful Financial and Legacy Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Purposeful Financial and Legacy Planning registered with the SEC or a state?**
Purposeful Financial and Legacy Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 135813.

**How much does Purposeful Financial and Legacy Planning manage?**
Purposeful Financial and Legacy Planning reports $107,088,335 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (0% discretionary).

**What types of clients does Purposeful Financial and Legacy Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (30).

**Which custodians does Purposeful Financial and Legacy Planning use?**
Purposeful Financial and Legacy Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Nationwide Securities, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Purposeful Financial and Legacy Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135813

**Does Purposeful Financial and Legacy Planning state an account minimum?**
Its Form ADV Part 2A brochure dated February 19, 2026 says: "We do not require a minimum amount of investable assets to receive our services."

**What changed in Purposeful Financial and Legacy Planning's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Account minimum: None

> We do not require a minimum amount of investable assets to receive our services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Nationwide Securities, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $107,088,335
- Discretionary: $0
- Non-discretionary: $107,088,335

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $18,256,683 |
| High net worth individuals | 30 | $88,639,391 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $192,261 |

### 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: 2026 (0 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purposefulfinancialplanning.com
- Facebook @STEVE.MARTIN.9083
- LinkedIn @STEVE-MARTIN-CFP®-RLP-MBA-8992004
- X @PURPOSEFULFP
- YouTube @UCOewlkQjqzE0Fe2fZUU4ABw

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purposeful Financial and Legacy Planning (CRD 135813): Form ADV filing data as of October 2026.