Pure Financial Advisors LLC

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About Pure Financial Advisors LLC

See Disclosures

General Information

Firm Start Year

2007

Firm CRD#

144316

Name of Custodial Firm

TD Ameritrade, 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

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

4,100

Assets Managed by Firm

$4,600,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Solicitor's Written Disclosure Document: https://purefinancial.com/wp-content/uploads/2024/05/PaladinRegistry.com-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
https://www.paladinregistry.com/disclosure/1891772/paladinregistry-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.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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