Pure Financial Advisors, LLC
3131 Camino del Rio N
Suite 1550
San Diego, CA 92108
6198144100
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.
See Disclosures
General Information
Firm Start Year
2007
No. of Employees
100-499
Firm CRD#
144316
Name of Custodial Firm
Fidelity Investments, Charles Schwab, Axos
Work with the following types of clients
Individual Investors
Advisory Services Provided
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
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
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
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Solicitor's Written Disclosure Document: https://purefinancial.com/wp-content/uploads/2024/05/RothIRA.org-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
https://www.rothira.org/disclosure/1889652/rothira-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.