Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 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.
144316
801-70137
TD Ameritrade, Fidelity Investments, Charles Schwab, Axos
Individual Investors
Financial Planning, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Yes
Yes
Yes
Yes
Have a clean record
Have a clean record
Phone, Email, Our Office, Video Conference, Our Offices
Fee-Only
Based on Assets, Flat Fee
4,100
$4,600,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
How do you charge for your services?
What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
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/2023/04/ADV-Brochure-3-2023.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/2023/04/Form-CRS.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.
