Purefi Wealth, Llc

10 POST OFFICE SQUARE, Boston, Massachusetts 02109

SEC CRD#328459

Last ADV filed: 12/11/2025

Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.90%of assets under management

Detailed Fee Schedule

applicable. Independent fixed income manager fees generally range from 0.00% - 0.90% annually, and independent equity manager fees generally range from 0.00% - 1.50% annually. Under the Dynasty TAMP, the Firm can use mutual fund and ETF asset allocation strategies. The Platform Fee for these

Source: Form ADV Part 2 Brochure

Compensation methods:

Percentage of AUMHourly feesFixed fees

Disciplinary Disclosures

This firm has 4 disclosures on record with the SEC.

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.