Pure + Financial Advisors, LLC - Financial Advisor in San Diego, CA

Paladin Research Report For:

Pure Financial Advisors, LLC

3131 Camino del Rio N
Suite 1550
San Diego, CA 92108

General Information

Firm Start Year
  • 2007
No. of Employees
  • 100-499
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
  • Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning for Individuals, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Education Funding and Planning, Portfolio Management


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

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®

Firm Information

Firm's Number of Clients
  • 4,100
Assets Managed by Firm
  • $4.6M

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Based on Assets, Flat Fee

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

Solicitor's Written Disclosure Document: Disclosure Brochure (Form ADV, Part 2): 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.

Additional Detailed Disclosures,-llc-detailed-disclosure


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.