Pure Financial Advisors, LLC fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Pure Financial Advisors, LLC charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“If termination occurs after five (5) days, the client will receive a prorated refund of fees paid, calculated at $275.00 per hour for actual planning time spent through the effective date of termination.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pure Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our comprehensive financial planning engagement fees, such as the “Foundation Financial Plan” are calculated on a flat fee basis and quoted in advance.”
- “All financial planning services agreements can be terminated with written notice within five (5) days of signing, in which case a full refund will be provided.”
- “Fees are deducted quarterly in advance at the beginning of each calendar quarter from client investment accounts.”
How Pure Financial Advisors, LLC’s fees compare
- Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
- 34 of the 73 other planners in San Diego that publish an hourly rate charge less.
About Pure Financial Advisors, LLC
“Pure Financial Advisors (PURE) was established on March 21, 2007, to provide strategic financial planning and asset management for mid to high-net-worth clients.”
- Firm size: 204 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.6% a year
- Clients
- 7,503
- Employees
- 204
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $11,054,059,366
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144316
- Phone
- (866) 876-7873
Can advise clients in 46 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.