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
6320 Canoga Ave, #920, Woodland Hills, CA, 91367
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
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Principal Securities, INC.
March 2017 - June 2021 · 4 yrs 3 mos
Principal Securities, INC. Broker
March 2017 - June 2021 · 4 yrs 3 mos
M Holdings Securities, INC. Broker
December 2016 - February 2017 · 2 mos
M Holdings Securities, INC.
December 2016 - January 2017 · 1 mo
Northwestern Mutual Investment Services,llc
May 2016 - September 2016 · 4 mos
Northwestern Mutual Investment Services, LLC Broker
May 2016 - September 2016 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - March 2016 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2015 - March 2016 · 1 yr 1 mo
Morgan Stanley
October 2013 - December 2014 · 1 yr 2 mos
Morgan Stanley Broker
August 2013 - December 2014 · 1 yr 4 mos
Vanguard Marketing CorporationBroker
July 2012 - March 2013 · 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.