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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-12-2023
- Office Locations
- 1
Office Locations
About Purpose Built
Purpose Built Financial Services is an independent, fee-only planning and investment firm serving corporate professionals and solo entrepreneurs nationwide. The firm offers comprehensive financial planning, investment management, business planning, and CPA-led tax planning (including preparation and multiyear strategies). Portfolios emphasize diversified, low-cost ETF/index-based allocation. Founded by CPA/CFP Sean Lovison, a former corporate CFO; member of NAPFA and XY Planning Network, with Schwab as a primary custodian.
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Owner & Executives
Sean Scott Lovison
Chief Compliance Officer, Founder, Lead Advisor, PRINCIPAL
- CRD
- #7325555
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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