# Purposeful Planning

> 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.

- CRD: 299221
- Filed as: PURPOSEFUL PLANNING
- Legal name: Purposeful Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299221
- AdvisorCensus page: https://advisorcensus.com/firm/purposeful-planning-las-vegas-nv-299221

## Quick answers

**How is Purposeful Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Purposeful Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Purposeful Planning located?**
Purposeful Planning's principal office is in Las Vegas, NV, according to its Form ADV.

**Is Purposeful Planning registered with the SEC or a state?**
Purposeful Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299221.

**How much does Purposeful Planning manage?**
Purposeful Planning reports $24,639,601 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Purposeful Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (16).

**Does Purposeful Planning report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $24,639,601
- Discretionary: $0
- Non-discretionary: $24,639,601

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,239,964 |
| High net worth individuals | 17 | $22,399,637 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299221

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purposeful Planning (CRD 299221): Form ADV filing data as of October 2026.