Richard Anthony Avilez Alexander

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

3040 Saturn Street, Suite 100, Brea, CA, 92821

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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.