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Pure Financial Advisors, LLC

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

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Pure Financial Advisors, LLC | Financial Advisor in San Diego ,CA

Experience the Pure Difference



About Pure Financial Advisors, LLC

Pure Financial Advisors, LLC 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 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.

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General Information

Firm Start Year:   2007
No. of Employees:   100-499
Name of Custodial Firm:   Fidelity Investments, Charles Schwab, Axos
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Portfolio Management, Financial Planning for Businesses

Services

Can meet clients in the following ways:   Our Office, Phone, Email, Our Offices, Video Conference

Firm Information

Firm's Number of Clients:   4,975
Assets Managed by Firm:   $6,292,814,320

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?

Pure's financial advisors generally are required to be CERTIFIED FINANCIAL PLANNER professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA®), or to have 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.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

PURE provides asset management services to individuals on a discretionary and non-discretionary basis.

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Disclosures

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/2021/11/WiserAdvisor-Paladin-Written-Disclosure.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

https://www.wiseradvisor.com/disclosure/1889652/wiseradvisor-pure-financial-advisors,-llc-detailed-disclosure.html


Disclaimer

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.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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