| Advisor Profile |
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| Name: |
Michael Fenison, CFP® |
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Business Description |
| Pure Financial Advisors, Inc. is a Registered Investment Advisory firm. The financial planners of Pure are all CFP board certified, Accredited Investment Fiduciaries, minimum 5 years experience and are paid on salary. They do not receive commissions or fees. Our quality comprehensive financial planning and asset management services are packaged to provide coordinated access to fee based asset management, CPAs, CFPs, Estate planning attorneys, all for a cost that is much less than traditional firms. |
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General Information |
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| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Individual Investors
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| Investment Types: |
Mutual Funds, Insurance, Bonds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF), Registered Financial Consultant (RFC)
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| Securities Licenses: |
Series 65, Series 63
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| Insurance and Annuity Licenses: |
Disability, Life
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| Financial Organization Memberships: |
Financial Services Institute, Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
Michael Fenison, CFP® |
Frequently Asked Questions |
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