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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
619-814-4100
Visit Website
https://purefinancial.com/

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 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.

See Disclosures

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, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Portfolio Management, Financial Planning for Businesses

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
  • 4,100
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/2021/11/PaladinRegistry.com-Paladin-Written-Disclosure.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/1889652/paladinregistry-pure-financial-advisors,-llc-detailed-disclosure

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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