Pure 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, Los Angeles, Davis), Seattle, Chicago, Denver, and we are looking to expand in other cities. Pure Financial manages over $6.29 billion in assets (as of March 25, 2024). *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 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 PLANNERâ„¢ 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.
View Top Employees from Pure Financial Advisors, LLCWebsite | https://www.purefinancial.com |
Revenue | $21 million |
Employees | 131 (131 on RocketReach) |
Founded | 2007 |
Address | 3131 Camino Del Rio North Ste. 1550, San Diego, California 92108, US |
Phone | (619) 814-4100 |
Technologies |
JavaScript,
HTML,
PHP
+65 more
(view full list)
|
Industry | Asset Management, Financial Services, Investment Banking, Advice, Other Financial Services, Strategic Financial Planning, Finance, Media and Entertainment, Tax & Estate Planning, Income Management, Personal Finance, Retirement, Risk Management |
Web Rank | 1 Million |
Keywords | Asset Management, Retirement Planning |
Competitors | Campbell Wealth Management, Lawing Financial Inc., Petersen Hastings, Rodgers & Associates, Ronald Blue Trust |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Pure Financial Advisors, LLC employee's phone or email?
The Pure Financial Advisors, LLC annual revenue was $21 million in 2024.
Michael Fenison is the Founder, Chairman of Pure Financial Advisors, LLC.
131 people are employed at Pure Financial Advisors, LLC.
Pure Financial Advisors, LLC is based in San Diego, California.
The NAICS codes for Pure Financial Advisors, LLC are [52, 523, 5239, 52393].
The SIC codes for Pure Financial Advisors, LLC are [62, 628].