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
6320 Canoga Ave, #920, Woodland Hills, CA, 91367
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
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Principal Securities, INC.
March 2017 - June 2021 · 4 yrs 3 mos
Principal Securities, INC.Broker
March 2017 - June 2021 · 4 yrs 3 mos
M Holdings Securities, INC.Broker
December 2016 - February 2017 · 2 mos
M Holdings Securities, INC.
December 2016 - January 2017 · 1 mo
Northwestern Mutual Investment Services,llc
May 2016 - September 2016 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
May 2016 - September 2016 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - March 2016 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - March 2016 · 1 yr 1 mo
Morgan Stanley
October 2013 - December 2014 · 1 yr 2 mos
Morgan StanleyBroker
August 2013 - December 2014 · 1 yr 4 mos
Vanguard Marketing CorporationBroker
July 2012 - March 2013 · 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.