ProsPurpose Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,958,511
Total clients
13
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$227,578
About
Prospurpose Wealth (Storyline Financial Planning, LLC DBA) is a state-registered, fee-only advisory firm that provides financial planning, wealth management, and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers both project-based and ongoing planning engagements and manages client accounts using third‑party custodians and outside managers as appropriate.
The firm’s stated approach emphasizes asset allocation and modern portfolio theory, combining passive and active vehicles — including stocks, bonds, mutual funds, and ETFs — and may incorporate socially conscious (ESG) strategies when requested by clients. Prospurpose Wealth commonly implements discretionary trading authority for investment accounts, works with outside managers when appropriate, and uses custodial platforms such as Charles Schwab and Altruist to execute and custody client assets.
What distinguishes this firm from many solo independent advisers is its institutional relationships with third‑party platforms: the brochure discloses an institutional relationship with Altruist Financial LLC and participation in Altruist LLC’s Model Marketplace, and it documents the firm’s use of third‑party platforms and materials to support client services. The brochure also highlights the firm’s educational offerings (seminars and speaking engagements) and its emphasis on providing written financial plans and periodic reviews, which, together with its platform affiliations, are less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Fee options
Project-Based Financial Planning fixed fees range from $0 to $7,500; Educational Seminars fees range from $0 to $5,000 per seminar.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $15,000,000: 0.50% $15,000,001+: 0.40%
Project-Based Financial Planning hourly rate of $250/hour; Educational Seminars preparation charged at $250/hour.
Account minimum: $500,000 minimum for wealth management services; $0 minimum for investment management services Fee-only: Financial Planning services fees: Ongoing Financial Planning initial fee up to $5,000, thereafter monthly fees from $400 to $1,000; Project-Based Financial Planning fixed fees $0 to $7,500 or hourly rate $250/hour; Educational Seminars fees $0 to $5,000 per seminar or $0 to $100 per participant.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Main office location
ProsPurpose Wealth
3500 N. Village Drive, Suite 273
Saint Joseph MO 64506, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
816-663-9229
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