Updated January 03, 2024
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Pure Financial

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$4.6B
Years in business17+

About Pure Financial

Pure Financial Advisors, founded in 2007, is a reputable fee-only Registered Investment Advisor (RIA) headquartered in San Diego, with branch offices across California, Seattle, Chicago, and Denver, and plans for further expansion. With a commitment to helping clients achieve their financial goals, Pure Financial manages a substantial portfolio of assets, exceeding $4.6 billion as of March 29, 2023.

This firm stands out due to its credentialed advisors, who are exclusively aligned with the client's best interests. They offer comprehensive retirement planning services and tax-optimized investment management, emphasizing a holistic approach that integrates tax planning, estate planning, and asset management. Pure Financial's financial professionals are driven by a passion for optimizing clients' financial well-being and rely on academic research-backed strategies.

The founder, Michael Fenison, established Pure Financial Advisors as a response to the conflicts of interest and sales-driven culture prevalent in the brokerage industry. This innovative fee-only model aims to provide exceptional value to clients, from high-net-worth individuals to those seeking comprehensive financial guidance.

Pure Financial's commitment to education is evident, with a focus on financial science and ongoing learning. They offer educational events, like lunch n' learns, to help clients navigate economic changes, tax reform, and volatile markets.

In summary, Pure Financial Advisors distinguishes itself as a trusted and growing RIA with a client-centric, fee-only approach, making it a compelling choice for individuals seeking sound financial planning and investment management services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Cash Flow Analysis
  2. Estate Planning
  3. Retirement Planning
  4. Risk Management
  5. Consulting
  6. Tax Planning
  7. Global Portfolio Diversification
  8. Institutional Access
  9. Investment Portfolio
  10. Asset Allocation

More about Pure Financial

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
14431646

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Articles by Pure Financial

5 common reasons you should update your will
December 19, 2023
by Pure Financial
How to invest in stocks and bonds to hedge against inflation
December 13, 2023
by Pure Financial

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Pure Financial.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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