Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
6,259 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$8.0B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $650K | 1.00% |
| $650K - $800K | 0.80% |
| $800K - $1.1M | 0.70% |
| $1.1M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Allison Jo Alley
Location
3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pure Financial Advisors, LLC
February 2015 - Present · 11 yrs
Previous Registrations
LPL Financial LLC
December 2012 - September 2013 · 9 mos
Cuso Financial Services, L.P.
December 2010 - January 2013 · 2 yrs 1 mo
Chase Investment Services CORP.
August 2009 - November 2010 · 1 yr 3 mos
Banc of America Investment Services, INC.
June 2007 - August 2009 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
September 2003 - June 2007 · 3 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Contact
Allison Jo Alley