Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just seventeen years of the firm's opening, Pure Financial surpassed $6.29 billion in client assets under management (as of March 25, 2024) and is currently helping over 4,975 clients plan for their future.
The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to data backed by the science of capital markets to form our strategies. 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.
2007
100-499 Employees
Fidelity Investments, Charles Schwab, Axos
Individual Investors
Portfolio Management, Financial Planning, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Phone, Email, Our Office, Video Conference, Our Offices
Fee-Only
Based on Assets, Flat Fee
4,975
$6,292,814,320
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Solicitor's Written Disclosure Document: https://purefinancial.com/wp-content/uploads/2024/05/WiserAdvisor-Paladin-Written-Disclosure-2024.pdf Disclosure Brochure (Form ADV, Part 2): https://purefinancial.com/wp-content/uploads/2024/03/ADV-Brochure-3-2024.pdf If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Pure at (619) 814-4100. https://purefinancial.com/wp-content/uploads/2024/03/Form-CRS-3-2024.pdf
Additional Detailed Disclosures
Financial Planning and Investment advisory services are offered through Pure Financial Advisors, LLC (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.
