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 directionsContact
Allison Jo AlleyRegulatory 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
February 2015 - Present · 10 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 2012 - September 2013 · 9 mos
Cuso Financial Services, L.P.
December 2010 - January 2013 · 2 yrs 1 mo
Chase Investment Services CORP.
August 2009 - November 2010 · 1 yr 3 mos
Banc of America Investment Services, INC.
June 2007 - August 2009 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
September 2003 - June 2007 · 3 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.