Purpose First Financial, LLC

Public-record details

Address

820 Ne 7th St, Suite 2, Grants Pass, OR 97526

Phone

(541) 474-0824

Listed under

Financial planning, Flat / fixed fees, % of assets managed

CRD number

316968

Registration

State registered: CA, OR, TX

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops

Regulatory assets under management

$60.5 million

Accounts managed

426

Clients reported (Form ADV 5.D)

173

Individual / high-net-worth clients

141 / 31

Employees

2

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-24

State registered (CA, OR, TX) investment adviser, CRD 316968, 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 316968 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

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. We do not rate or rank advisers.