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ChFC
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ChFC

Stuart Hunsicker

Purpose Driven Wealth Advisors LLC
11 Years of Experience
Richmond, VA
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Stuart Hunsicker is a ChFC-designated registered investment advisor at Purpose Driven Wealth Advisors LLC, based in Richmond, VA, with 11 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 14 clients with $5.1M in assets under management.

Purpose Driven Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$365K average
Assets Under Management
$5.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.75%
$3.0M - $4.0M0.65%
$4M+0.50%

Flat rate/breakpoint fee schedule where the entire portfolio is charged the same asset management fee. Fees are negotiable based on historical relationship, account composition, and asset amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2810 N. Parham Rd,, Suite 260, Richmond, VA, 23294

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2020
Final
Financial
December 2019
Final
Financial
October 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stuart is a retirement consultant at Hunsicker, LLC dba Purpose Driven Financial Services, providing retirement planning, life insurance, and fixed annuity solutions. This takes nearly full-time, with about half of Stuart's time spent during securities trading hours.

Employment History
Current Registrations
Purpose Driven Wealth Advisors LLC
April 2026 - Present · 6 mos
Previous Registrations
Gradient Advisors, LLC
August 2025 - April 2026 · 8 mos
Foundations Investment Advisors LLC
January 2025 - August 2025 · 7 mos
Corecap Advisors
May 2024 - June 2024 · 1 mo
Ae Wealth Management, LLC
June 2023 - May 2024 · 11 mos
Bedrock Investment Advisors
March 2023 - June 2023 · 3 mos
First Advisors National, LLC
October 2022 - May 2023 · 7 mos
First Advisors National, LLC
October 2022 - October 2022 · 0 mos
Acrylic Financial, INC.
April 2022 - October 2022 · 6 mos
Wells Fargo Advisors, LLC
February 2013 - March 2013 · 1 mo
Cambridge Investment Research Advisors, INC.
August 2011 - July 2012 · 11 mos
Securian Financial Services, INC.
January 2004 - May 2010 · 6 yrs 4 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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