The Pure Financial Advisors Difference
When we set out to design a financial services company that would inspire trust, we began by examining and addressing the common causes for distrust. Then, with guidance from respected academics and recognized industry professionals, we created a company that is, to the best of our knowledge, remarkably different from any other. Here's why:
- Advisor Compensation - Your Pure Financial Advisors representative is a salaried employee who is never compensated by the sale of financial products or asset management fees.
- Credentialed & Competent - Pure Financial Advisors is a Registered Investment Advisor. Our Investment Advisor representatives must have the CERTIFIED FINANCIAL PLANNER™ Practitioner credential CFP®, the Accredited Investment Fiduciary credential (AIF®) and a minimum of five years of financial industry experience.
- Fiduciary Responsibility - By definition, a fiduciary is legally obligated to act in your best interest and avoid conflicts of interest. We put our fiduciary responsibility to you in writing.
- Comprehensive Plans - All implemented plans combine financial planning, tax preparation, estate planning and trust preparation.
- Lifetime Relevance - Your financial plan stays current and relevant throughout your lifetime because it is a dynamic plan that is monitored and updated regularly.
- Simple, Well-Organized, Accessible - Your financial planner simplifies and organizes your accounts and documents, which you can access 24/7 on your personalized, encrypted website included with your plan.
- Full Disclosure - All compensation and every penny of revenue generated on your account from any source are provided to you in a written quarterly report.
- Genuine Value - The price you pay is based on the financial plan and implementation package you select. If any revenue is received as a result of implementing your financial plan, up to 100% of your planning package cost may be credited back to you.
- No Minimum Net Worth Required - You don't need to be a millionaire to benefit from our financial services. Pure Financial Advisors was specifically designed to provide high quality services to people not considered high net worth.
