Pure Financial Advisors, LLC
www.purefinancial.comPure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine and Los Angeles), Seattle, Chicago, Denver and we are looking to expand in other cities. Pure Financial manages over $4.08 billion in assets (as of February 22, 2022). *For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/. ___________________________ Credentialed and Qualified, Fee-Only, Focused Only on You. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experienced advisors who are salaried-only employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management and one directive: do what is best for the client. OUR VISION: -Provide consistently high quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names", no-load mutual fund companies and discount brokerages. -Offer a healthy professional fee-only environment where CERTIFIED FINANCIAL PLANNER™ Professionals can build a quality career without the ethical burden of selling financial products to earn commissions. -Be accessible and affordable to both high net worth individuals as well as people who are not typically considered high net worth while providing the collaborative professional team experience demanded by ultra-high net worth clients.
Read morePure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine and Los Angeles), Seattle, Chicago, Denver and we are looking to expand in other cities. Pure Financial manages over $4.08 billion in assets (as of February 22, 2022). *For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/. ___________________________ Credentialed and Qualified, Fee-Only, Focused Only on You. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experienced advisors who are salaried-only employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management and one directive: do what is best for the client. OUR VISION: -Provide consistently high quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names", no-load mutual fund companies and discount brokerages. -Offer a healthy professional fee-only environment where CERTIFIED FINANCIAL PLANNER™ Professionals can build a quality career without the ethical burden of selling financial products to earn commissions. -Be accessible and affordable to both high net worth individuals as well as people who are not typically considered high net worth while providing the collaborative professional team experience demanded by ultra-high net worth clients.
Read moreCountry
State
California
City (Headquarters)
San Diego
Founded
2007
Estimated Revenue
$5,000,000 to $10,000,000
Social
Employees statistics
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Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Managing Partner
Email ****** @****.comPhone (***) ****-****Managing Director
Email ****** @****.comPhone (***) ****-****Director of Education
Email ****** @****.comPhone (***) ****-****
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