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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2021Settled
Employment History
Current Registrations
Pure Financial Advisors, LLC
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Investment Advisers LLC
November 2020 - December 2021 · 1 yr 1 mo
Cetera Investment Services LLCBroker
November 2020 - December 2021 · 1 yr 1 mo
Advice and Planning Services
August 2015 - November 2020 · 5 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
August 2015 - November 2020 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - August 2015 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 2010 - August 2015 · 4 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2009 - November 2010 · 1 yr 1 mo
National Planning CorporationBroker
October 2009 - November 2010 · 1 yr 1 mo
Fsc Securities Corporation
December 2007 - October 2009 · 1 yr 10 mos
Fsc Securities CorporationBroker
December 2007 - October 2009 · 1 yr 10 mos
AXA Advisors, LLC
April 2005 - December 2007 · 2 yrs 8 mos
AXA Advisors, LLC Broker
August 2001 - December 2007 · 6 yrs 4 mos
First Republic Group, LLCBroker
December 2000 - February 2001 · 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.