James Duby is a registered investment advisor at Purpose Capital LLC, based in Goochland, VA. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Novice Investors, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Purpose Capital charges a subscription fee for ongoing financial planning and support, ranging from $150 to $300 per period depending on the agreed frequency (monthly, quarterly, or annually). Deliverables include:
- Scheduled check-in meetings
- Ongoing review of financial progress toward goals
- Adjustments to financial strategies as needed
- Access to the advisor for general financial questions
- Periodic updates or refinements to the financial plan
- Initial onboarding financial plan — $2,000 to $3,500 for a one-time comprehensive engagement including discovery, financial review, plan development, and a follow-up meeting
- Hourly consulting — $250 per hour for defined-scope advice and analysis on specific financial topics
- Workshops — $0 to $1,500 for group educational sessions
- Seminars — $1,500 to $5,000 for structured educational events
Location
Goochland, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Purpose Capital LLC
State Registrations1 state
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