CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm 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.
Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning
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Advisor Information
Office location
3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Pure Financial Advisors, LLC
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Strategic Advisers, INC.
July 2013 - March 2018 · 4 yrs 8 mos
Fidelity Brokerage Services LLCBroker
June 2013 - March 2018 · 4 yrs 9 mos
B. Riley & Co., LLCBroker
February 2011 - March 2013 · 2 yrs 1 mo
National Financial Services LLCBroker
May 2006 - January 2011 · 4 yrs 8 mos
The Benchmark Company, LLCBroker
May 2004 - April 2006 · 1 yr 11 mos
Brokerageamerica, LLCBroker
June 2002 - June 2004 · 2 yrs
Ndb Capital Markets, LPBroker
November 1998 - June 2002 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1997 - May 1998 · 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.