Pure Financial Advisors Pricing and Implementation Packages

Pricing is one of the fundamental differences that sets Pure Financial Advisors apart from our competitors. Our pricing method was purposefully designed to instill confidence and trust in our process as you select us as your financial advisor. We underscore that with our guarantee.

Second Opinion Service - $395

The second opinion service is designed to provide potential clients an easy way to see what it is like to work with us. Check the services section for a description of the Second Opinion Service. 100% of a Second Opinion fee may be used as a credit toward a Foundation Plan.

Pure Financial Assessment – As low as $695

The Pure Financial Assessment is an objective analysis and assessment of a focused area of concern. Check the services section of this web-site for a description of this service. !00% of the Financial Assessment fee may be used as a credit toward a Foundation Plan.

Pure Foundation Plan - As low as $995

The Pure Foundation Plan is exactly what it sounds like. It is the backbone of your long term financial planning process. We priced this portion of the planning process separately because until this comprehensive analysis is complete it would be difficult to determine the implementation services that would create the greatest value and cost savings. We also wanted to give you a point at which you could exercise our 100% money back guarantee.

Pure Advantage Implementation Packages – As low as ZERO net cost after credits*

Pure Implementation Packages include a combination of features and services designed to create exceptional value. Packages may include the comprehensive financial plan monitored by a CFP Board Certified and salaried fiduciary planner, basic personal tax preparation, basic living trust and estate planning preparation and discounted asset management fees. The discounted management fees may be used as credits to pay up to the total package cost.* You also receive personal planning and performance websites to organize and track it all.

Asset Management - From .125% to .4% quarterly fee depending on package

Pure Financial Advisors Asset Management is a fee-only service, no commissions are accepted for any securities transactions from any source. When your investment portfolio is managed by Pure Financial Advisors, Inc., you are assured that your money is managed using a prudent management process designed and monitored by our distinguished investment committee. All investment portfolios are managed as per the investment policy statement (IPS) produced for you during the planning process. The quarterly fee for managing your assets is collected quarterly, reported to you in writing and will create "SAVER" credits. "SAVER" credits can be used to offset up to 100% of your implementation package fees that may include your CPA, Attorney, CFP Advisor, personal encrypted website, coordination of professionals, continued planning and more.

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* FEE CREDIT

If any revenue to Pure Financial Advisors is created by implementing your plan, it will be reported to you in writing and used to offset and return to you up to 100% of any implementation package costs. See contract for details.