Purposeful Wealth Advisors Llc

What Purposeful Wealth Advisors Llc does

Purposeful Wealth Advisors LLC is a privately held, Chicago-based financial advisory firm operating as a branded practice under Keating Financial Advisory Services, Inc. (KFAS), a registered investment advisor. The firm employs 1–10 staff and is led by founder Beth Kraszewski, who holds both the CFP® and CDFA® designations. It serves individual clients — primarily women navigating divorce, pre-retirees and retirees, and women in major life transitions — with a service mix that combines financial planning, wealth management, retirement planning, and lifestyle planning. The firm combines two specialized consumer-finance verticals (divorce financial advocacy and retirement planning) under a single advisory brand, which is unusual at this scale and reflects the founder's dual credentialing.

The firm's core products are delivered through a combination of proprietary, named methodologies and conventional advisory infrastructure. Differentiated offerings include The Stronger Method™ (a 7-step divorce financial planning process), Clarity First™ (a structured consultation framework), and Retirement by Design™ (a retirement planning process), supplemented by a founder-authored book and ongoing content (blog, video, webinars). Technical infrastructure is built on eMoney (financial planning, document vault, portfolio aggregation) with Raymond James and Charles Schwab as custodial platforms. There is no disclosed AI/ML capability; the value proposition is human-expert-led.

The firm generates revenue through two primary pricing models: flat fees for standalone financial planning engagements (scaled to complexity) and AUM-based percentage fees for clients who also use investment management. The Clarity First™ consultation is priced at $495 (60-minute) with a complimentary 30-minute mini-consult as lead generation. The client base is entirely B2C individual households, with no enterprise or institutional segment. Recognition on the Forbes Best-In-State Women Advisors list provides third-party validation of the founder's positioning.

Name

Purposeful Wealth Advisors Llc

Legal name

Purposeful Wealth Advisors LLC

Website

https://purposefulwealthadvisors.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Purposeful Wealth Advisors LLC is a Chicago-based, fee-only financial advisory firm providing financial planning, wealth management, and retirement planning — with a specialized focus on women navigating divorce and pre-retirees/retirees — through proprietary methodologies and operates under Keating Financial Advisory Services.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Personal & Family Trust Services (FSAAANAA)

Keywords

• Divorce financial planning
• Retirement planning
• Wealth management
• Financial advisory services
• Investment management

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning (Flat Fee): Charges a flat fee based on the complexity of the financial plan for clients seeking financial planning services without investment management.
2. Financial Planning with Investment Management (AUM-Based): Charges a percentage of assets under management for clients who engage the firm for both financial planning and ongoing investment management services.
3. Divorce Clarity First Consultation: 60-minute comprehensive divorce financial strategy consultation priced at $495, which is fully creditable toward the first engagement if the client moves forward.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Purposeful Wealth Advisors LLC provides divorce financial advocacy, retirement planning, wealth management, and lifestyle planning services to individuals — primarily women navigating high-asset divorces and individuals approaching or in retirement. The firm's flagship offering is the proprietary Stronger Method™, a 7-step process for guiding clients through divorce financial decisions, with supporting services in retirement income planning and ongoing investment management delivered through Raymond James and Schwab custodial platforms.

Product overview

Purposeful Wealth Advisors is a financial advisory firm operating under Keating Financial Advisory Services, Inc. that offers an integrated suite of services centered on Divorce Financial Advocacy™, Retirement by Design™, Wealth Management, and Lifestyle Planning. The core methodology is The Stronger Method™, a seven-step process guiding women through divorce. The firm also provides consultation services through its proprietary Clarity First™ offering and publishes educational content via blog articles, videos, and webinars. The firm is registered with the SEC as an investment advisor and provides services primarily to high-net-worth individuals navigating financial transitions including divorce and retirement.

Differentiator

Problem solved

Functional benefit

Products and services

• Divorce Financial Advocacy™ A service mark describing the firm's specialized approach to guiding clients through divorce by analyzing assets, uncovering hidden details, and modeling settlement options to help protect wealth and future financial security. Aimed at women navigating high-asset divorce and includes attorney collaboration and negotiation support.
• Retirement by Design™ A proprietary retirement planning process that helps clients design retirement aligned with their values, life goals, and financial resources. Service includes evaluation of savings adequacy, risk assessment, investment allocation review, spending plan development, and pension/annuity payout analysis.
• Wealth Management Strategic wealth management services delivered via Raymond James and Schwab custodial platforms to help protect clients' assets, evaluate investment allocation, and align financial decisions with broader life goals. Includes ongoing investment management on a percentage-of-AUM fee basis.
• Lifestyle Planning Financial planning services focused on aligning wealth with clients' values, vision, and lifestyle priorities. Helps clients integrate financial decisions with the life they want to live, including non-financial life goals.
• The Stronger Method™ A proprietary seven-step process for women going through divorce: Clarity, Financial Story, Truth Excavation, Strategy, Attorney Collaboration, Negotiation Support, and Empowerment. Designed to guide clients through financial decision-making during divorce proceedings.
• Clarity First™ Consultation A proprietary consultation process offering a 60-minute paid strategy session with Beth Kraszewski ($495, fully creditable toward the first engagement) or a complimentary 30-minute mini consult with an advisor. Includes written follow-up with 3-5 key priorities, goal summary, and personalized recommendations.
• Financial Planning (Flat Fee) Standalone financial planning service charged on a flat-fee basis determined by the complexity of the financial plan, for clients who do not require ongoing investment management through the firm.
• Financial Planning with Investment Management (AUM-Based) Combined financial planning and ongoing investment management engagement charged as a percentage of assets under management, with assets custodied at Raymond James and Charles Schwab.

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core, supporting and minor.

• Keating Financial Advisory Services (KFAS)coreStrategic or Co-development PartnerPurposeful Wealth Advisors operates as a brand and service offering under Keating Financial Advisory Services, Inc., a registered investment advisor (RIA). All investment advisory services are provided through KFAS pursuant to a written agreement.
• Raymond JamescoreTechnology or IntegrationRaymond James serves as the primary custodial platform for client investment accounts. Clients access their accounts through Raymond James client portal.
• eMoneysupportingTechnology or IntegrationeMoney provides financial planning software, document vault, and portfolio aggregation services. Clients access their vault and financial picture through eMoney's platform.
• Charles SchwabsupportingTechnology or IntegrationSchwab serves as an additional custodial platform providing access to investment capabilities alongside Raymond James.
• Professional Network (Attorneys, Accountants, Therapists)supportingStrategic or Co-development PartnerThe firm has developed a network of professionals including attorneys, accountants, therapists, divorce coaches, forensic accountants, and valuation experts that they share with clients to support holistic decision-making.
• Bolder&LouderminorImplementation/ SI/ Consulting PartnerBrand design and website development partner responsible for the firm's visual identity and digital presence.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Others

• XY Planning Network: A network and support organization for fee-only financial planners serving mass-affluent and HNW clients. Comparable as a fee-only RIA ecosystem; relevant because many similar boutique practices like Purposeful Wealth Advisors operate within or alongside this community.
• Wealthramp: A financial advisor matching platform connecting consumers to fee-only fiduciary advisors. Comparable as an indirect channel/ecosystem player; relevant because firms like Purposeful Wealth Advisors compete for the same HNW leads through similar discovery pathways.

Broad incumbents

• Northwestern Mutual: A large, established financial services firm offering wealth management, retirement planning, and advisory services. Comparable as a broad incumbent operating in the same financial planning and wealth management category, though with a much larger scale and broader product portfolio.
• Empower Personal Capital: A large, diversified wealth management and personal finance platform combining technology tools with human advisors. Comparable as a wealth management competitor serving the same HNW demographic, though with a much broader portfolio and national scale.

Emerging players

• Stash Wealth: A wealth management firm serving HNW clients with a digital-first delivery model. Comparable because it serves a similar HNW demographic seeking dedicated advisors, though with broader client demographics and less niche specialization in divorce.
• Facet Wealth: A fee-only, virtual-first financial planning firm offering flat-fee and AUM-based advice. Comparable as a fee-only RIA targeting mass-affluent and HNW clients with a hybrid human-plus-technology model, though it is broader and less specialized than Purposeful Wealth Advisors.

Direct peers

• Ellevest: A digital wealth management platform built specifically for women. Comparable because it targets the same women-focused financial planning audience with goals-based advice, though delivered via a more tech-driven, scaled model rather than a boutique advisory practice.
• WorthyNest Financial Planning: A fee-only RIA focused on women's financial planning through life transitions. Highly comparable because it serves a similar persona (women navigating major financial decisions) with a similar financial planning and investment management service model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/purposeful-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Purposeful Wealth Advisors Llc