BD
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$237K average
Assets Under Management
$36.0M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Qualified Planning brochure for fee details.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance Planning
Loading...
Advisor Information
Office location
2635 Camino Del Rio South, Ste. 210, 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
Qualified Planning
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Qualified Planning
February 2017 - December 2019 · 2 yrs 10 mos
Pure Financial Advisors, INC.
November 2014 - February 2017 · 2 yrs 3 mos
LPL Financial LLC
April 2010 - December 2012 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.