Purposeful Planning LLC provides financial planning, consulting, and portfolio management services to individuals, high net worth clients, charitable organizations, and retirement plans. Founded in 2018 and led by Christina Mangino, Purposeful Planning primarily assists clients by connecting them with third-party money managers to handle their day-to-day investments, while Purposeful Planning monitors performance and provides ongoing reviews. In addition to investment oversight, Purposeful Planning offers holistic financial planning covering retirement, tax strategies, estate planning, education funding, and insurance reviews. The firm operates as a registered investment advisor based in Las Vegas, Nevada, and emphasizes a personalized approach tailored to each client's specific goals and risk tolerance.
Fee Structure
Purposeful Planning coordinates investment management services through third-party money managers. Clients are billed directly by the third-party manager in accordance with their individual fee schedules, which are disclosed prior to signing an agreement. Purposeful Planning receives a portion of the advisory fees charged by these third-party managers as solicitor compensation.