Dean William Heimbach

CFP

Pure Financial Advisors, LLC

15 Years of Experience

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Firm Information

Pure Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

77 advisors

Number of Clients

6,259 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$8.0B

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $350K	1.60%
$350K - $500K	1.25%
$500K - $650K	1.00%
$650K - $800K	0.80%
$800K - $1.1M	0.70%
$1.1M - $2.0M	0.60%
$2.0M - $10.0M	0.50%
$10M+	0.40%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $5,000

Hourly Rate:Up to $275/hr

Financial planning fees range from $1,000.00 to over $5,000.00, based on complexity. Asset management fees range from 0.40% to 1.60% annually, based on the value of managed accounts. Fees are deducted in advance from client investment accounts. Educational seminars and workshops may be charged to participants or a sponsoring company. There will be additional fees associated with any sub-advisor services.

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Areas of Practice

Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning

Advisor Information

Office location

2020 Main St, Suite 690, Irvine, CA, 92614

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Contact

Dean William Heimbach

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.