Pure Financial Advisors, LLC

Financial Advisor in Brea, CA

Firm Info
Address: 3040 Saturn St #100, Brea, CA 92821, USA
Phone: (714) 924-7447

Firm Size
Assets Under Management: $4.1 billion
# of Advisors: 39
# of Clients: 3,471
Client to Advisor Ratio: 89:1
Average Account Size: $1.2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Pure Financial Advisors, LLC Overview

Pure Financial Advisors, LLC is a fee-only registered investment advisory firm that has been in business since 2009. The firm is headquartered in sunny San Diego, CA and offers investment advice only to its clients. The firm's fee arrangement is Fee Only, meaning clients pay a fixed fee for services rather than commissions or fees based on assets under management. This ensures that the firm's advice is always in their clients' best interests. Pure Financial Advisors offers a range of services to meet their clients' financial planning needs. They provide portfolio management services for individuals and small businesses, as well as pension consulting services. Additionally, the firm is committed to educating their clients and the community about sound financial planning practices through seminars and workshops. Overall, Pure Financial Advisors is a trusted partner for individuals and small businesses seeking comprehensive financial planning services. With their Fee Only fee arrangement and investment advice-only structure, clients can be sure that their team is working in their best interests, providing customized solutions to help them achieve their financial goals.

PURE FINANCIAL ADVISORS, LLC caters to a wide range of clients. Their services are geared towards individuals who may require financial advisory, high net worth individuals, charitable organizations seeking investment advice, and pension or profit sharing plans. The firm's team of dedicated professionals offer strategic and effective financial advisory solutions tailored to each client's unique needs, goals, and risk tolerance. PURE FINANCIAL ADVISORS, LLC offers various fee structures to their clients based on the services provided. These include a percentage of assets under management, which is a fee charged as a percentage of the total assets being managed by the advisory firm. An hourly fee structure may be used for clients who require advice on specific financial matters, and a fixed fee may apply for financial planning or other specific services. The firm's diverse fee structures enable their clients to select a fee option that best suits their financial needs and goals.

Typical Clients, Fee Structures & Investment Minimum

According to PURE FINANCIAL ADVISORS, LLC's Part 2 Brochure, there is no minimum asset requirement to become a client. The note about investment minimums states that the firm does not have an investment minimum. Therefore, individuals of any asset level can become clients of PURE FINANCIAL ADVISORS, LLC.

How This Office Can Help Brea, CA Residents

Pure Financial Advisors, LLC assists clients in Brea, CA by providing comprehensive financial planning and investment management services. They help individuals and families in the area achieve their financial goals and prepare for a secure future. Brea, CA residents may be facing various financial situations, such as needing help with retirement planning, managing debt, saving for their children's education, or planning for long-term care. Pure Financial Advisors, LLC can provide guidance on all of these issues through personalized financial plans that take into account each client's unique circumstances. They also offer investment management services, helping clients build and maintain diversified portfolios that align with their goals and risk tolerance. Overall, Pure Financial Advisors, LLC is dedicated to helping people in Brea, CA achieve their financial dreams and live a more financially secure life.

To view the Minimum Investment and Fee Schedule for Pure Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Pure Financial Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Pure Financial Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3040 Saturn St #100, Brea, CA 92821, USA
Phone (714) 924-7447
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3131 CAMINO DEL RIO N, SUITE 1550, SAN DIEGO, CA 92108, United States

This firm has no other locations.

State Registrations

Pure Financial Advisors, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington

Disciplinary History

Pure Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs