seller-profile

Pure Financial Advisors, LLC

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

Connect with Pure

General Information

Firm Start Year

2007

No.of Employees

50-99

Firm CRD#

144316

Name of Custodial Firm

TD Ameritrade, Fidelity Investments, Charles Schwab

Work with the following types of clients

Individual Investors

Advisory Services Provided

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

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

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

Flat Fee

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.