Pure Financial Advisors offers fee only financial plans, investment advice and other financial services.

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 personal financial planner 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. Your Pure Financial Planner 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 fully implemented packages combine financial planning, tax preparation, estate planning and trust preparation, as subject to contract limitations.
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 implementation package.
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 implementation package cost may be offset with credits.
No Minimum Net Worth Required - Although we provide the complex and coordinated professional services valued by our high net worth clients, we do not impose a minimum net worth to become a client. Pure Financial was designed to allow the mass affluent access to the professional expertise demanded by the wealthy.