Sanay Patel
Advisor at Purpose Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Sanay Patel is a financial advisor at Purpose Wealth in Longmont, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Purpose Wealth, he was involved with Exhale Home LLC and is an owner of Pravasa Partners LLC, which operates Pravasa Waxing LLC, where he contributes part-time to administrative and financial tasks. Purpose Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, focusing on fundamental analysis and long-term portfolio construction using low-cost ETFs and index funds. The firm offers fixed annual advisory arrangements and project-based planning, maintaining a small client roster and operating with a specific custodian.
Expertise
Based on Purpose Wealth
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General tax planning
Life insurance needs analysis
Fee options
Project-based fixed fees from $1,000 to $10,000, negotiable
Hourly rate ranges from $200 to $400 per hour
Minimum fee: Financial advisory fees range from $5,000 to $20,000 per year, fixed and negotiable Fee-only: Project-based fees ranging from $1,000 to $10,000; Hourly fees from $200 to $400 per hour
Location
Longmont, CO
Most active in
Sanay P has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Purpose Wealth LLC
2023 - Present (3 years)
Exhale Home LLC
2020 - 2023 (3 years)
Syght Inc.
2019 - 2020 (1 year)
Pravasa Partners LLC
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Bruce F
Series 63, Series 65
Boulder, CO
Fleet Capital Management, LLC
James K
ChFC®, Series 63
Erie, CO
Rocky Mountain Financial Solutions Inc.
Meera M
CFP®, Series 65
Boulder, CO
Full Body Finance
Katherine M
Series 63, Series 65
Boulder, CO
Holos Consulting Group, LLC
Jimmy B
CFP®
Boulder, CO
Business Financial Strategies, Ltd.
Steven Z
CFP®, Series 66
Boulder, CO
Flatirons Wealth Management
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