Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc. (CRD# 144316) is a financial advisory firm headquartered in San Diego, CA. They manage $1,703,902,452 in 8,161 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,704
    MILLION
  • Total Number of Accounts
    8,161
    ACCOUNTS
  • Average Account Value
    $208,786
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, FL, LA, NV, NY, OR, TX, UT, WA

Financial Advisors at Pure Financial Advisors, Inc.
Showing 1 - 10 of 26 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 19 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 13 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 10 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
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 14 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.

9
Michael L. Fenison
CRD#: 1049137
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
96
Wealthminder
score

Michael Fenison (CRD# 1049137) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 26 years of experience in the finance industry. Michael Fenison 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
Jacob A. Greenberg
CRD#: 5916452
135 South State College Blvd., 5th Floor, Brea, CA 92821
96
Wealthminder
score

Jacob Greenberg (CRD# 5916452) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in Brea, CA and has over 6 years of experience in the finance industry. Jacob Greenberg 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.