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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

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 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

Firm CRD#

144316

Name of Custodial Firm

TD Ameritrade, Fidelity Investments, Charles Schwab

I work with the following types of clients

Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

I can meet clients in the following ways

At my office, Our Offices, Video Conference, Via Phone, Via Email

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®

Firm Information

Firm's Number of Clients

2,900

Assets Managed by Firm

$3.29M

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Disclosures

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/2021/03/ADV-Brochure-3-29-21.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/2021/03/Form-CRS.pdf

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.