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 is an independent registered investment adviser that emphasizes fee-based wealth management for individuals, families and select institutional clients. The firm is SEC registered (initial registration in 2009) and operates as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection and investor education. Its stated fee arrangements include percentage-of-AUM and fixed-fee engagements. Pure Financial Advisors also identifies as an active ESG investor and lists accounting among its business activities. The firm has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA firms (2020), FA Magazine’s Top RIA firms (2020), Barron’s Top 100 RIA firms (2023, 2024, 2025) and a Forbes Top RIA listing in 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
Brian Fahey
Principal and Chief Investment OfficerCRD 5260596

Joseph Anderson
CEO & PresidentCRD 3232667

Christopher Reedy
CEO And Chairman Of The BoardCRD 2390079
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 290Active vs passive
$7.4B in ETFs
68%
$5.1B
31%
$2.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $870M | 1,164,805 | 11.73% |
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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