Financial Advisors · profile RIA · registry-verified

Pure Financial Advisors, LLC

Registered investment adviser · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
3131 Camino Del Rio N #1550, San Diego, CA 92108, USA · View on Google Maps Google Places
Phone
(619) 814-4100 Google Places
Website
purefinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • BBBbbb accredited
  • Google5.0 (190)
  • Indyfin4.9 (3935)
  • simplybestrated.com5 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 purefinancial.comSelf-published yelp.comAggregated
How they're paid Self-claimed 1 indyfin.comAggregated linkedin.comSelf-published social prnewswire.comPress release / wire purefinancial.comSelf-published rothira.orgAggregated wiseradvisor.comAggregated yelp.comAggregated zoominfo.comAggregated

2 facts·9 sources·0 contested·2 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, capurefinancial.comSelf-publishedpurefinancial.comSelf-publishedprnewswire.comPress release / wirepurefinancial.comSelf-publishedprnewswire.comPress release / wirezoominfo.comAggregatedfin.beautihost.comAggregatedindyfin.comAggregatedpaladinregistry.comAggregatedwiseradvisor.comAggregatedbbb.orgAggregatedyelp.comAggregated
Established in
2007purefinancial.comSelf-published
Years in practice
seventeen yearsrothira.orgAggregated
Registration
PURE FINANCIAL ADVISORS, LLC, License #144316, CA · Registered Investment Advisor (RIA) · registered investment adviser (RIA) · registered investment advisoradviserinfo.sec.govIndependent editoriallinkedin.comSelf-published socialpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedprnewswire.comPress release / wireprnewswire.comPress release / wirerothira.orgAggregatedindyfin.comAggregatedwiseradvisor.comAggregatedyelp.comAggregated
Professional certifications
CERTIFIED FINANCIAL PLANNER™ (CFP) · CERTIFIED FINANCIAL PLANNER™ · CFP, CPA, CFA · CFP, CFA, AIFlinkedin.comSelf-published socialpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published
Services
comprehensive financial planning, investment strategy, retirement planning · comprehensive financial planning, investment management, retirement planning · financial planning, asset management · retirement classes, financial planning, tax planning, and investment strategiespurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published
Who they work with
retirees, pre-retirees · nearing retirement, in retirement · retirement and pre-retirementpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedyelp.comAggregated
How they invest
academic research · evidence-based · evidence-based/academic · rooted in decades of time-tested research. Pure Financial looks to data backed by the science of capital markets to form our strategieslinkedin.comSelf-published socialpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedwiseradvisor.comAggregatedrothira.orgAggregated
How they're paid
fee-onlylinkedin.comSelf-published socialpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedprnewswire.comPress release / wirepurefinancial.comSelf-publishedpurefinancial.comSelf-publishedprnewswire.comPress release / wirepurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedrothira.orgAggregatedzoominfo.comAggregatedindyfin.comAggregatedwiseradvisor.comAggregatedyelp.comAggregated
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA)
linkedin.com Self-published social ·
Key factors that enabled Pure Financial Advisors to rank as one of the best financial advisors in San Diego include comprehensive financial planning, high industry standards...
purefinancial.com Self-published ·
Pure Financial Advisors, LLC is an actual SmartAsset client since 2019.
smartasset.com Aggregated ·
Pure Financial Advisors, LLC ("Pure"), a leading independent financial advisory firm
morningstar.com Independent editorial · prnewswire.comPress release / wire
Pure Financial Advisors, LLC is a registered investment advisor
prnewswire.com Press release / wire · prnewswire.comPress release / wire
3131 Camino del Rio N, Suite 1550, San Diego, CA 92108 See Details · Connect with Pure
rothira.org Aggregated ·
Pure Financial is a fee-only financial planning firm
zoominfo.com Aggregated ·
Pure Financial Advisors, LLC 🏡 Address: 3131 Camino Del Rio N #1550, San Diego, CA 92108, USA.
fin.beautihost.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 196 mentions across the web and boiled them down to 93 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 93 confirmed facts · 196 mentions read
Fact Value Source Source date How we checked
Accolade #7 out of 45 top wealth management firms by san diego business journal purefinancial.comSelf-published Verified
Accolade america’s top financial advisory firms by newsweek · 3 sources purefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Accolade america’s top financial advisory firms by newsweek (2025) purefinancial.comSelf-published Verified
Accolade barron’s 2025 list of top 100 ria firms · 2 sources purefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Accolade barron’s top 100 rias (2024) purefinancial.comSelf-published Verified
Accolade bbb accredited bbb.orgAggregated Verified
Accolade best places to work in san diego (2023) linkedin.comSelf-published social Verified
Accolade best places to work in san diego by san diego business journal (2024) purefinancial.comSelf-published Verified
Accolade best places to work in san diego by the san diego business journal · 3 sources purefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Accolade financial advisor magazine’s top 50 fastest growing rias (2024) purefinancial.comSelf-published Verified
Accolade financial planning’s 2025 list of top ria leaders · 4 sources purefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Accolade forbes top ria firms (2024) purefinancial.comSelf-published Verified
Accolade glassdoor’s best places to work (2022) linkedin.comSelf-published social Verified
Accolade inc. magazine’s 5,000 fastest-growing private companies in america purefinancial.comSelf-published Verified
Accolade inc. magazine’s top 5,000 fastest-growing private companies in america (2024) purefinancial.comSelf-published Verified
Accolade ranked #7 out of 45 top wealth management firms by san diego business journal purefinancial.comSelf-published Verified
Accolade top 10 best financial advisors in san diego purefinancial.comSelf-published Verified
Accolade top 11 san diego financial advisors and wealth managers by advisoryhq purefinancial.comSelf-published Verified
Accolade top wealth management firms by san diego business journal purefinancial.comSelf-published Verified
Category asset management firm purefinancial.comSelf-published Verified
Category Finance industry fin.beautihost.comAggregated Verified
Category financial advisor purefinancial.comSelf-published Verified
Category financial advisors purefinancial.comSelf-published Verified
Category Financial Advisory & Private Wealth Management purefinancial.comSelf-published Verified
Category financial advisory firm · 3 sources purefinancial.comSelf-publishedprnewswire.comPress release / wireindyfin.comAggregated Verified
Category Financial Planning Consultants bbb.orgAggregated Verified
Category financial planning firm zoominfo.comAggregated Verified
Category Financial service · 5 sources · 6 mentions rothira.orgAggregatedrothira.orgAggregatedindyfin.comAggregatedpaladinregistry.comAggregatedwiseradvisor.comAggregated From page metadata
Category independent financial advisory firm morningstar.comIndependent editorial Verified
Category Investment service simplybestrated.comAggregated Verified
Established in 2007 purefinancial.comSelf-published Verified
Featured on purefinancial.com · 4 sources · 11 mentions purefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Featured on smartasset.com smartasset.comAggregated Verified
Fiduciary status fiduciary · 7 sources purefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedyelp.comAggregated Verified
Founded by fenison purefinancial.comSelf-published Verified
Founded by michael fenison yelp.comAggregated Verified
Founded by mike fenison purefinancial.comSelf-published Verified
Has review count 1 simplybestrated.comAggregated From page metadata
Has review count 3935 · 2 mentions indyfin.comAggregated From page metadata
How they invest academic research linkedin.comSelf-published social Verified
How they invest evidence-based purefinancial.comSelf-published Verified
How they invest evidence-based/academic · 2 sources purefinancial.comSelf-publishedwiseradvisor.comAggregated Verified
How they invest rooted in decades of time-tested research. Pure Financial looks to data backed by the science of capital markets to form our strategies rothira.orgAggregated Verified
How they're paid fee-only · 23 sources linkedin.comSelf-published socialpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedprnewswire.comPress release / wirepurefinancial.comSelf-publishedpurefinancial.comSelf-publishedprnewswire.comPress release / wirepurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedrothira.orgAggregatedzoominfo.comAggregatedindyfin.comAggregatedwiseradvisor.comAggregatedyelp.comAggregated Verified
Main location ca · 10 sources · 13 mentions linkedin.comSelf-published socialprofessionalbusinessdirectory.comAggregatedsimplybestrated.comAggregatedrothira.orgAggregatedrothira.orgAggregatedrothira.orgAggregatedindyfin.comAggregatedpaladinregistry.comAggregatedwiseradvisor.comAggregatedbbb.orgAggregated From page metadata
Main location davis, ca · 2 sources zoominfo.comAggregatedyelp.comAggregated Verified
Main location san diego, ca · 12 sources purefinancial.comSelf-publishedpurefinancial.comSelf-publishedprnewswire.comPress release / wirepurefinancial.comSelf-publishedprnewswire.comPress release / wirezoominfo.comAggregatedfin.beautihost.comAggregatedindyfin.comAggregatedpaladinregistry.comAggregatedwiseradvisor.comAggregatedbbb.orgAggregatedyelp.comAggregated Verified
Main location us · 6 sources linkedin.comSelf-published socialprofessionalbusinessdirectory.comAggregatedsimplybestrated.comAggregatedindyfin.comAggregatedwiseradvisor.comAggregatedbbb.orgAggregated From page metadata
Professional certifications CERTIFIED FINANCIAL PLANNER™ purefinancial.comSelf-published Verified
Professional certifications CERTIFIED FINANCIAL PLANNER™ (CFP) linkedin.comSelf-published social Verified
Professional certifications CFP, CFA purefinancial.comSelf-published Verified
Professional certifications CFP, CFA, AIF purefinancial.comSelf-published Verified
Professional certifications CFP, CFA, CPA purefinancial.comSelf-published Verified
Professional certifications CFP, CPA, CFA purefinancial.comSelf-published Verified
Rating 4.9 · 2 mentions indyfin.comAggregated From page metadata
Rating 5 simplybestrated.comAggregated From page metadata
Recommended for those new to investing purefinancial.comSelf-published Verified
Registration PURE FINANCIAL ADVISORS, LLC, License #144316, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Registration registered investment adviser (RIA) · 3 sources purefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Registration registered investment advisor · 7 sources purefinancial.comSelf-publishedprnewswire.comPress release / wireprnewswire.comPress release / wirerothira.orgAggregatedindyfin.comAggregatedwiseradvisor.comAggregatedyelp.comAggregated Verified
Registration Registered Investment Advisor (RIA) · 4 sources linkedin.comSelf-published socialpurefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Registration RIA purefinancial.comSelf-published Verified
Services asset management purefinancial.comSelf-published Verified
Services comprehensive financial planning, investment management, retirement planning purefinancial.comSelf-published Verified
Services comprehensive financial planning, investment strategy, retirement planning purefinancial.comSelf-published Verified
Services comprehensive financial services, retirement planning, tax planning, investment strategies zoominfo.comAggregated Verified
Services comprehensive retirement planning services and tax-optimized investment management · 3 sources rothira.orgAggregatedindyfin.comAggregatedwiseradvisor.comAggregated Verified
Services comprehensive retirement planning services and tax-optimized investment management services purefinancial.comSelf-published Verified
Services comprehensive retirement planning services, tax-optimized investment management · 2 sources purefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Services comprehensive retirement planning, tax-optimized investment management, financial planning, tax planning purefinancial.comSelf-published Verified
Services comprehensive, strategic retirement planning services and low-cost, tax-optimized investment management yelp.comAggregated Verified
Services Financial Advisory & Private Wealth Management purefinancial.comSelf-published Verified
Services Financial and insurance services professionalbusinessdirectory.comAggregated Verified
Services financial education, financial planning, investment advice purefinancial.comSelf-published Verified
Services financial education, planning and investment advice · 2 sources purefinancial.comSelf-publishedprnewswire.comPress release / wire Verified
Services financial planning, asset management purefinancial.comSelf-published Verified
Services financial planning, education, and investment advice prnewswire.comPress release / wire Verified
Services financial planning, retirement planning purefinancial.comSelf-published Verified
Services financial, investment and tax planning morningstar.comIndependent editorial Verified
Services investment management purefinancial.comSelf-published Verified
Services investment management, retirement planning purefinancial.comSelf-published Corrected
Services Investment Services professionalbusinessdirectory.comAggregated Verified
Services investment strategy, retirement plan, investment advice purefinancial.comSelf-published Verified
Services retirement classes, financial planning, tax planning, and investment strategies purefinancial.comSelf-published Verified
Services retirement consulting purefinancial.comSelf-published Verified
Services Retirement Planning purefinancial.comSelf-published Verified
Services retirement planning, tax-optimized investment management purefinancial.comSelf-published Verified
Services tax, planning, and investment purefinancial.comSelf-published Verified
Services wealth management purefinancial.comSelf-published Verified
Who they work with nearing retirement, in retirement · 3 sources purefinancial.comSelf-publishedpurefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Who they work with retirees, pre-retirees · 2 sources purefinancial.comSelf-publishedpurefinancial.comSelf-published Verified
Who they work with retirement and pre-retirement yelp.comAggregated Verified
Years in practice seventeen years rothira.orgAggregated Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

Self-asserted

6 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
9
Data refreshed
Compiled
Mentions → facts
196 → 93
Aggregated Self-published Independent editorial Press release / wire Self-published social

Sources consulted

Profile · pure-financial-advisors-llc-8e8d3ea6216d487892821318a70b7a08 Category · Financial Advisors Published by Authoria