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
5 Revere Drive, Suite 200, Northbrook, IL, 60062
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
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Capasso Planning Partners LLC
February 2021 - March 2022 · 1 yr 1 mo
Hightower Advisors, LLC
July 2019 - February 2020 · 7 mos
Delphi Private Advisors
May 2018 - August 2019 · 1 yr 3 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.