Pure Financial
Number of Clients
7,509
Average Client Size
$1,415,090
Virtual Meetings Offered
Yes
Number of Locations
13
About Pure Financial Advisors
One thing I want my clients to know about me is...
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals. Find out how our advisors can help you create a holistic financial plan that will help set you up for success now and in the future.
Clientele
Pure specializes in serving individuals who are retired or nearing retirement, whether they’re navigating retirement itself, a life-altering event, or simply need guidance on financial, retirement, tax, or estate planning. We strive to help everyone exceed their financial goals, regardless of their net worth. Our experienced team of financial professionals provides the insight needed to make the best decisions for their financial future. Pure Financial provides fee-only financial planning with no competing sales goals or directives. Our advisors are non-commissioned employees. A partnership with Pure ensures that your best interests always come first.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Pricing Models
Advisor Links
Disclosures and Proof of License
Pure Financial Advisors Disclosure
Data as of July 2026. Total clients and AUM as of February 12th, 2026. Investment advisory and financial planning services are offered through Pure Financial Advisors, LLC, an SEC Registered Investment Advisor.
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