CFP
CFP
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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Location
3040 Saturn Street, Suite 100, Brea, CA, 92821
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
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
March 2015 - December 2017 · 2 yrs 9 mos
Ameriprise Financial Services, INC.
March 2015 - December 2017 · 2 yrs 9 mos
Wells Fargo Advisors, LLC
October 2014 - October 2014 · 0 mos
Wells Fargo Advisors, LLCBroker
October 2014 - October 2014 · 0 mos
Ameriprise Financial Services, INC.
February 2011 - March 2015 · 4 yrs 1 mo
Ameriprise Financial Services, INC.Broker
February 2010 - March 2015 · 5 yrs 1 mo
MML Investors Services, INC.Broker
October 2009 - November 2009 · 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.