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, SEC-registered RIA that has been operating since 2009. It serves individuals, families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, adviser selection and educational workshops. The firm charges both percentage-of-AUM and fixed fees and identifies itself as a capital allocator, deploying client capital into third‑party managers as well as traditional pooled products. Pure Financial lists itself as an active ESG investor and has been recognized in industry rankings, including placements by the Financial Times (Top 300, 2020), FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms, 2023–2025) 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 8
Alan Clopine
CEO & CFOCRD 5730680

Brian Fahey
Principal and Chief Investment OfficerCRD 5260596

Joseph Anderson
CEO & PresidentCRD 3232667
Contacts
3 of 85
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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