{
  "crd_number": 299221,
  "slug": "purposeful-planning-las-vegas-nv-299221",
  "primary_business_name": "PURPOSEFUL PLANNING",
  "legal_name": "PURPOSEFUL PLANNING LLC",
  "dbas": [],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-04-16",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 24639601.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 24639601.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2239964.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 22399637.0,
      "count": 17
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NV"
  ],
  "websites": [
    "https://purposefulplanning.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299221",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/purposeful-planning-las-vegas-nv-299221",
  "display_name": "Purposeful Planning",
  "summary": "Purposeful Planning is a state-registered investment advisory firm in Las Vegas, NV, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Purposeful Planning (CRD 299221): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Purposeful Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Purposeful Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Purposeful Planning located?",
      "a": "Purposeful Planning's principal office is in Las Vegas, NV, according to its Form ADV."
    },
    {
      "q": "Is Purposeful Planning registered with the SEC or a state?",
      "a": "Purposeful Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299221."
    },
    {
      "q": "How much does Purposeful Planning manage?",
      "a": "Purposeful Planning reports $24,639,601 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Purposeful Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (16)."
    },
    {
      "q": "Does Purposeful Planning report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299221"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/purposeful-planning-las-vegas-nv-299221.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 2239964.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 22399637.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299221",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}