Purposeful Planning

Public-record details

Address

5940 S. Rainbow Blvd., Las Vegas, NV 89118

Phone

(702) 806-6720

Listed under

Financial planning, Hourly fees, Flat / fixed fees, Retirement plan consulting

Legal name

Purposeful Planning LLC

CRD number

299221

Registration

State registered: NV

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees; Other (Solicitor Fees/pension Consulting Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Pension consulting; Selection of other advisers; Educational seminars/workshops

Regulatory assets under management

$24.6 million

Accounts managed

33

Clients reported (Form ADV 5.D)

33

Individual / high-net-worth clients

16 / 17

Employees

1

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

Yes — see IAPD for details

Latest Form ADV filing

2026-03-31

State registered (NV) investment adviser, CRD 299221, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 299221 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.