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.
|Firm Start Year:||2007|
|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|
|I can meet clients in the following ways:||Our Offices, Video Conference, At my office, Via Phone, Via Email|
|Firm's Number of Clients:||2,900|
|Assets Managed by Firm:||$3.29M|
|Registered Investment Advisor:||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|
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.