Pure Financial Advisors, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 144316
- Registered since
- May 1, 2009
- Website
- purefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.74%
- Individuals16.16%
- Pension & Profit Sharing Plans0.09%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pure Financial Advisors, LLC operates as an independent registered investment adviser and capital allocator that serves individuals, families and institutional clients. The firm is structured as an LLC and has been SEC-registered since 2009. Its advisory offering mixes fee models (percentage of AUM and fixed fees) and includes financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers and educational workshops. The firm identifies as an active ESG investor and also performs accounting-related business activities. The firm has received several industry recognitions, including placements on lists from Financial Times (Top 300 RIAs, 2020), FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms, 2023, 2024, 2025) and Forbes (Top RIA Firms, 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 7
Alan Clopine
CEO & CFOCRD 5730680
Brian Fahey
Principal and Chief Investment OfficerCRD 5260596
Joseph Anderson
CEO & PresidentCRD 3232667
Contacts
3 of 83
Alexandra Swanson
Financial AdvisorCRD 5668690
Richard Alexander
Senior Financial PlannerCRD 5701264
Anthony Vu
Financial AdvisorCRD 5712021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 573Active vs passive
$14.8B in ETFs
68%
$10.1B
31%
$4.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $870M | 1,164,805 | 5.88% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 3131 Camino Del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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