Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc. (CRD# 144316) is a financial advisory firm headquartered in San Diego, CA. They manage $1,355,170,963 in 7,032 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,355
    MILLION
  • Total Number of Accounts
    7,032
    ACCOUNTS
  • Average Account Value
    $192,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NV, NY, OR, TX, WA

Financial Advisors at Pure Financial Advisors, Inc.
Showing 1 - 10 of 25 top financial advisors.
1
Paul M. Miller
CRD#: 2987180
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
98
Wealthminder
score

Paul Miller (CRD# 2987180) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 17 years of experience in the finance industry.

2
Allison J. Alley
CRD#: 4691291
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

Allison Alley (CRD# 4691291) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 14 years of experience in the finance industry. Allison Alley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph D. Anderson
CRD#: 3232667
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

Joseph Anderson (CRD# 3232667) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 18 years of experience in the finance industry. Joseph Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew C. Balderston
CRD#: 4555960
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

Matthew Balderston (CRD# 4555960) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 11 years of experience in the finance industry. Matthew Balderston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Karen L. Baszak
CRD#: 4215012
3131 Camino Del Rio N, #1550, San Diego, CA 92108
96
Wealthminder
score

Karen Baszak (CRD# 4215012) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 17 years of experience in the finance industry. Karen Baszak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael N. Bernier
CRD#: 4804721
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

Michael Bernier (CRD# 4804721) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 12 years of experience in the finance industry. Michael Bernier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
David M. Cook
CRD#: 4360024
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

David Cook (CRD# 4360024) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 9 years of experience in the finance industry. David Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brett W. Davey
CRD#: 4983275
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

Brett Davey (CRD# 4983275) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 7 years of experience in the finance industry. Brett Davey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
John L. Dugan
CRD#: 4724206
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

John Dugan (CRD# 4724206) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 13 years of experience in the finance industry. John Dugan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Matthew J. Horsley
CRD#: 2396375
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

Matthew Horsley (CRD# 2396375) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 24 years of experience in the finance industry. Matthew Horsley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.