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
3040 Saturn St, Suite #100, Brea, CA, 92821
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016Settled
Employment History
Current Registrations
Pure Financial Advisors, LLC
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - September 2021 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2017 - September 2021 · 4 yrs 1 mo
AXA Advisors, LLC
June 2014 - August 2017 · 3 yrs 2 mos
AXA Advisors, LLC Broker
April 2014 - August 2017 · 3 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.