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Pure Financial Advisors, Inc.

Tel: 619-814-4100
3131 Camino del Rio N, Suite 1550
San Diego, CA 92108

Experience the Pure Difference

Pure Financial Advisors, Inc. | Financial Advisor in San Diego ,CA


About Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc. is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision and Pure Financial Advisors became the reality.

Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fourteen years of the firm's opening, Pure Financial surpassed $3.29 billion in client assets under management (as of March 29, 2021), and is currently helping over 2,900 clients plan for their future.

The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.


General Information

Firm Start Year:   2007
No.of Employees:   50-99
Gender:   Male
Name of Custodial Firm:   TD Ameritrade, Fidelity Investments, Charles Schwab
I work with the following types of clients:   Individual Investors
Advisory Services Provided:   Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Wealth Management, Financial Planning for Businesses, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, 401K Rollovers


Services

I can meet clients in the following ways:   Our Offices, Video Conference, At my office, Via Phone, Via Email


Firm Information

Firm's Number of Clients:   2,900
Assets Managed by Firm:   $3.29M


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee



Faqs

  • Do you have a customer satisfaction or refund policy? No.
  • Why should I choose you as my financial advisor? At PURE, we offer a premium level of financial planning and tax strategies. We will custom tailor your portfolio to your financial goals and objectives and we are a fee-only fiduciary so there are no incentives to ever recommend an investment or strategy that is not in your absolute best interests.
  • What are your qualifications? What is your education background? At a minimum, PURE's financial planners are required to be CFP Board certified planners, Certified Public Accountants, or CFA (Chartered Financial Analyst Charterholders) with at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF®) credential to show a commitment to the fiduciary standard.
  • How do you charge for your services? PURE charges fees for advisory services such as financial planning and asset management. Limited-term financial planning service fees such as the Foundation Financial Plan are calculated on a flat fee basis and quoted in advance. If PURE is managing client's assets, continuous financial planning and plan implementation is included in the asset management fee. Asset management fees are based on the ending quarterly gross value of the asset accounts that are managed by us.
  • How are you compensated? How will I pay for your services? PURE charges fees for advisory services such as financial planning and asset management. Limited-term financial planning service fees such as the Foundation Financial Plan are calculated on a flat fee basis and quoted in advance. If PURE is managing client's assets, continuous financial planning and plan implementation is included in the asset management fee. Asset management fees are based on the ending quarterly gross value of the asset accounts that are managed by us.
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Disclaimer

Financial Planning and Investment advisory services are offered through Pure Financial Advisors, Inc (Pure), a registered investment advisor. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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