# PURPOSEFUL FINANCIAL AND LEGACY PLANNING

PURPOSEFUL FINANCIAL AND LEGACY PLANNING is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/purposeful-financial-planning

## Regulatory record

- **CRD number:** 135813
- **SEC file number:** 801-135621
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135813

## About

PURPOSEFUL FINANCIAL AND LEGALITY PLANNING is an SEC-registered investment adviser since 2026. The firm manages approximately $107 million in regulatory assets. It has 5 employees and 1 investment adviser.

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- [Allodium Investment Consultants](https://altss.com/profile/allodium-investment-consultants-llc)
- [Copeland Capital Management](https://altss.com/profile/copeland-capital-management-llc)

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Last updated: 2026-07-06T01:24:23.811Z

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