Pure Financial Advisors, LLC
Identity
- Name
- Pure Financial Advisors, LLC
- Formatted address
- 3131 Camino Del Rio N #1550, San Diego, CA 92108, USA
- Phone
- (619) 814-4100
- Website
- http://purefinancial.com/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=15499437343179596033&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | not-established | 1 | fresh |
|
|
| compensation_model | fee_only | 7 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: asset management firm
- purefinancial.com https://purefinancial.com/investing/ self-published
-
categorized_as: financial advisor
- purefinancial.com https://purefinancial.com/financial-planning/ self-published
-
categorized_as: financial advisors
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
-
categorized_as: Financial Advisory & Private Wealth Management
- purefinancial.com https://purefinancial.com/learning-center/ self-published
-
categorized_as: financial advisory firm
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ self-published
-
client_specializations: nearing retirement, in retirement
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
-
client_specializations: nearing retirement, in retirement
- purefinancial.com https://purefinancial.com/ self-published
-
client_specializations: nearing retirement, in retirement
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
-
client_specializations: retirees, pre-retirees
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
-
client_specializations: retirees, pre-retirees
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/financial-planning/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/team/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/why-pure/locations/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/why-pure/ self-published
-
compensation_model: fee-only
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
-
fiduciary_status: fiduciary
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
-
fiduciary_status: fiduciary
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
-
fiduciary_status: fiduciary
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
-
fiduciary_status: fiduciary
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
-
fiduciary_status: fiduciary
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
-
fiduciary_status: fiduciary
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ self-published
-
professional_certifications: CERTIFIED FINANCIAL PLANNER™
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
-
professional_certifications: CFP, CFA, AIF
- purefinancial.com https://purefinancial.com/learning-center/ self-published
-
professional_certifications: CFP, CFA, CPA
- purefinancial.com https://purefinancial.com/team/ self-published
-
professional_certifications: CFP, CFA
- purefinancial.com https://purefinancial.com/locations/ self-published
-
professional_certifications: CFP, CPA, CFA
- purefinancial.com https://purefinancial.com/why-pure/ self-published
-
recommended_for: those new to investing
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
-
regulatory_registration: registered investment adviser (RIA)
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
-
regulatory_registration: registered investment adviser (RIA)
- purefinancial.com https://purefinancial.com/why-pure/ self-published
-
regulatory_registration: registered investment adviser (RIA)
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
-
regulatory_registration: Registered Investment Advisor (RIA)
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
-
regulatory_registration: Registered Investment Advisor (RIA)
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
-
regulatory_registration: Registered Investment Advisor (RIA)
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
-
regulatory_registration: registered investment advisor
- purefinancial.com https://purefinancial.com/ self-published
-
regulatory_registration: RIA
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
-
services_offered: asset management
- purefinancial.com https://purefinancial.com/investing/ self-published
-
services_offered: comprehensive financial planning, investment management, retirement planning
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
-
services_offered: comprehensive financial planning, investment strategy, retirement planning
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
-
services_offered: comprehensive retirement planning services and tax-optimized investment management services
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
-
services_offered: comprehensive retirement planning services, tax-optimized investment management
- purefinancial.com https://purefinancial.com/why-pure/locations/ self-published
-
services_offered: comprehensive retirement planning services, tax-optimized investment management
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
-
services_offered: comprehensive retirement planning, tax-optimized investment management, financial planning, tax planning
- purefinancial.com https://purefinancial.com/why-pure/ self-published
-
services_offered: Financial Advisory & Private Wealth Management
- purefinancial.com https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ self-published
-
services_offered: financial education, financial planning, investment advice
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
-
services_offered: financial education, planning and investment advice
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
-
services_offered: financial planning, asset management
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
-
services_offered: financial planning, retirement planning
- purefinancial.com https://purefinancial.com/learning-center/ self-published
-
services_offered: investment management, retirement planning
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ self-published
-
services_offered: investment management
- purefinancial.com https://purefinancial.com/investing/ self-published
-
services_offered: investment strategy, retirement plan, investment advice
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
-
services_offered: retirement classes, financial planning, tax planning, and investment strategies
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
-
services_offered: retirement consulting
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
-
services_offered: retirement planning, tax-optimized investment management
- purefinancial.com https://purefinancial.com/ self-published
-
services_offered: Retirement Planning
- purefinancial.com https://purefinancial.com/locations/ self-published
-
services_offered: tax, planning, and investment
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ self-published
-
services_offered: wealth management
- purefinancial.com https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ self-published
Performance Claims
-
investment_methodology: evidence-based/academic
Self-described; not endorsed.
- purefinancial.com https://purefinancial.com/investing/ self-published
-
investment_methodology: evidence-based
Self-described; not endorsed.
- purefinancial.com https://purefinancial.com/ self-published
Themed Claims
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regulatory registration: registered investment advisor
Citation count: 5
- indyfin.com https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 independent
- prnewswire.com https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html independent
- rothira.org https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 independent
- wiseradvisor.com https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ independent
- yelp.com https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 aggregated
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services offered: comprehensive retirement plan service and tax optimized investment management
Citation count: 3
- indyfin.com https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 independent
- rothira.org https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 independent
- wiseradvisor.com https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | PURE FINANCIAL ADVISORS, LLC, License #144316, CA | https://adviserinfo.sec.gov/firm/summary/144316 | registry_verified |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.rothira.org/financial-advisors/california | kept |
|
|
| services_offered | comprehensive retirement planning services and tax-optimized investment management | https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 | kept |
|
|
| investment_methodology | rooted in decades of time-tested research. Pure Financial looks to data backed by the science of capital markets to form our strategies | https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 | kept |
|
|
| compensation_model | fee-only | https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 | kept |
|
|
| regulatory_registration | Registered Investment Advisor | https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 | kept |
|
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| categorized_as | FinancialService | https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 | json_ld_parsed |
|
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| years_in_practice | seventeen years | https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 | kept |
|
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| categorized_as | financial planning firm | https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 | kept |
|
|
| located_in | ab09e747-1699-40ee-8550-7589243d760a | https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 | kept |
|
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| services_offered | comprehensive financial services, retirement planning, tax planning, investment strategies | https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 | kept |
|
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| compensation_model | fee-only | https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 | kept |
|
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| categorized_as | FinancialService | https://www.rothira.org/financial-advisors/california/san-diego | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.rothira.org/financial-advisors/california/san-diego | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.rothira.org/financial-advisors/california/san-diego | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://fin.beautihost.com/california/?agency=pure+financial+advisors+llc+ca+92108 | kept |
|
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| categorized_as | Finance industry | https://fin.beautihost.com/california/?agency=pure+financial+advisors+llc+ca+92108 | kept |
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| services_offered | Financial and insurance services | https://professionalbusinessdirectory.com/places/pure-financial-advisors-llc/ | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://professionalbusinessdirectory.com/places/pure-financial-advisors-llc/ | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://professionalbusinessdirectory.com/places/pure-financial-advisors-llc/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://professionalbusinessdirectory.com/places/pure-financial-advisors-llc/ | json_ld_parsed |
|
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| services_offered | Investment Services | https://professionalbusinessdirectory.com/places/pure-financial-advisors-llc/ | kept |
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| categorized_as | LocalBusiness | https://professionalbusinessdirectory.com/places/pure-financial-advisors-llc/ | json_ld_parsed |
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| has_rating | 5 | https://www.simplybestrated.com/ca/san-diego/best-rated/pure-financial-advisors-llc | json_ld_parsed |
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| categorized_as | Investment service | https://www.simplybestrated.com/ca/san-diego/best-rated/pure-financial-advisors-llc | kept |
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| categorized_as | LocalBusiness | https://www.simplybestrated.com/ca/san-diego/best-rated/pure-financial-advisors-llc | json_ld_parsed |
|
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| has_review_count | 1 | https://www.simplybestrated.com/ca/san-diego/best-rated/pure-financial-advisors-llc | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.simplybestrated.com/ca/san-diego/best-rated/pure-financial-advisors-llc | json_ld_parsed |
|
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.simplybestrated.com/ca/san-diego/best-rated/pure-financial-advisors-llc | json_ld_parsed |
|
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| categorized_as | financial advisor | https://purefinancial.com/financial-planning/ | kept |
|
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| compensation_model | fee-only | https://purefinancial.com/financial-planning/ | kept |
|
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| services_offered | investment management | https://purefinancial.com/investing/ | kept |
|
|
| services_offered | asset management | https://purefinancial.com/investing/ | kept |
|
|
| categorized_as | asset management firm | https://purefinancial.com/investing/ | kept |
|
|
| investment_methodology | evidence-based/academic | https://purefinancial.com/investing/ | kept |
|
|
| professional_certifications | CFP, CFA, AIF | https://purefinancial.com/learning-center/ | kept |
|
|
| categorized_as | Financial Advisory & Private Wealth Management | https://purefinancial.com/learning-center/ | kept |
|
|
| services_offered | financial planning, retirement planning | https://purefinancial.com/learning-center/ | kept |
|
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| professional_certifications | CFP, CFA | https://purefinancial.com/locations/ | kept |
|
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| services_offered | Retirement Planning | https://purefinancial.com/locations/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/why-pure/locations/ | kept |
|
|
| services_offered | comprehensive retirement planning services, tax-optimized investment management | https://purefinancial.com/why-pure/locations/ | kept |
|
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| compensation_model | fee-only | https://purefinancial.com/why-pure/our-story/ | kept |
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| founded_by | c27a40c6-b00d-41fe-96e2-f49aa4c3655f | https://purefinancial.com/why-pure/our-story/ | kept |
|
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| regulatory_registration | Registered Investment Advisor (RIA) | https://purefinancial.com/why-pure/our-story/ | kept |
|
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| established_in | 22f6dd73-117f-4d7c-91a3-994f5f55b2fd | https://purefinancial.com/why-pure/our-story/ | kept |
|
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| services_offered | comprehensive retirement planning services, tax-optimized investment management | https://purefinancial.com/why-pure/our-story/ | kept |
|
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| has_review_count | 3935 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
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| compensation_model | fee-only | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | kept |
|
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| has_rating | 4.9 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
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| has_rating | 4.9 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
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| categorized_as | Financial Advisory Firm | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
|
| has_review_count | 3935 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
|
| regulatory_registration | Registered Investment Advisor | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | kept |
|
|
| services_offered | comprehensive retirement planning services and tax-optimized investment management | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | kept |
|
|
| categorized_as | FinancialService | https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 | json_ld_parsed |
|
|
| services_offered | comprehensive retirement planning services and tax-optimized investment management services | https://purefinancial.com/jobs/financial-advisors-san-diego/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/jobs/financial-advisors-san-diego/ | kept |
|
|
| regulatory_registration | Registered Investment Advisor (RIA) | https://purefinancial.com/jobs/financial-advisors-san-diego/ | kept |
|
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| compensation_model | fee-only | https://www.linkedin.com/company/pure-financial-advisors | kept |
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|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/pure-financial-advisors | json_ld_parsed |
|
|
| investment_methodology | academic research | https://www.linkedin.com/company/pure-financial-advisors | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/pure-financial-advisors | json_ld_parsed |
|
|
| professional_certifications | CERTIFIED FINANCIAL PLANNER™ (CFP) | https://www.linkedin.com/company/pure-financial-advisors | kept |
|
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| regulatory_registration | Registered Investment Advisor (RIA) | https://www.linkedin.com/company/pure-financial-advisors | kept |
|
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.paladinregistry.com/financial-advisory-firm/san-diego/california/pure-financial-advisors,-llc | kept |
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|
| categorized_as | FinancialService | https://www.paladinregistry.com/financial-advisory-firm/san-diego/california/pure-financial-advisors,-llc | kept |
|
|
| categorized_as | FinancialService | https://www.paladinregistry.com/financial-advisory-firm/san-diego/california/pure-financial-advisors,-llc | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.paladinregistry.com/financial-advisory-firm/san-diego/california/pure-financial-advisors,-llc | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | json_ld_parsed |
|
|
| compensation_model | fee-only | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | kept |
|
|
| services_offered | comprehensive retirement planning services and tax-optimized investment management | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | kept |
|
|
| regulatory_registration | Registered Investment Advisor | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | kept |
|
|
| investment_methodology | evidence-based/academic | https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ | kept |
|
|
| services_offered | Financial Advisory & Private Wealth Management | https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ | kept |
|
|
| services_offered | wealth management | https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ | kept |
|
|
| featured_on | 6af8e627-8b02-410b-9916-881645307350 | https://smartasset.com/advisor-resources/pure-financial-advisors-1-billion-aum | kept |
|
|
| categorized_as | independent financial advisory firm | https://www.morningstar.com/news/pr-newswire/20250319la44461/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc | kept |
|
|
| services_offered | financial, investment and tax planning | https://www.morningstar.com/news/pr-newswire/20250319la44461/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc | kept |
|
|
| categorized_as | financial advisory firm | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc-302405175.html | kept |
|
|
| regulatory_registration | registered investment advisor | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc-302405175.html | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc-302405175.html | kept |
|
|
| services_offered | financial planning, education, and investment advice | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc-302405175.html | kept |
|
|
| compensation_model | fee-only | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc-302405175.html | kept |
|
|
| located_in | ab09e747-1699-40ee-8550-7589243d760a | https://www.yelp.com/biz/pure-financial-advisors-davis | kept |
|
|
| has_accolade | 01abd883-5bed-48d8-92cd-f7f94e8c0162 | https://purefinancial.com/ | kept |
|
|
| client_specializations | nearing retirement, in retirement | https://purefinancial.com/ | kept |
|
|
| services_offered | retirement planning, tax-optimized investment management | https://purefinancial.com/ | kept |
|
|
| has_accolade | f183de2c-2b8d-4896-ba7c-990a71ca794b | https://purefinancial.com/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/ | kept |
|
|
| investment_methodology | evidence-based | https://purefinancial.com/ | kept |
|
|
| has_accolade | 76f0aed1-d919-404e-ab5f-6c021d4377a2 | https://purefinancial.com/ | kept |
|
|
| regulatory_registration | registered investment advisor | https://purefinancial.com/ | kept |
|
|
| categorized_as | financial advisors | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| client_specializations | retirees, pre-retirees | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| fiduciary_status | fiduciary | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| has_accolade | 601b830e-caaf-4c21-8d48-1be07ee2d22a | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| services_offered | comprehensive financial planning, investment management, retirement planning | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://purefinancial.com/awards/best-financial-advisors-san-diego/ | kept |
|
|
| fiduciary_status | fiduciary | https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ | kept |
|
|
| client_specializations | nearing retirement, in retirement | https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ | kept |
|
|
| regulatory_registration | Registered Investment Advisor (RIA) | https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ | kept |
|
|
| services_offered | financial planning, asset management | https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ | kept |
|
|
| professional_certifications | CERTIFIED FINANCIAL PLANNER™ | https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ | kept |
|
|
| founded_by | 58e24e5c-6b90-4b47-be22-993fcf781b4d | https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ | kept |
|
|
| regulatory_registration | RIA | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| has_accolade | aad58734-5700-4a31-90d0-a659df5e0d42 | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| has_accolade | 01abd883-5bed-48d8-92cd-f7f94e8c0162 | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| has_accolade | d6d6caba-7f11-4913-b498-f5f4ef23d4c5 | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| fiduciary_status | fiduciary | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| has_accolade | b95e3b42-5478-4c5c-9737-ed9b571ceba3 | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| services_offered | investment strategy, retirement plan, investment advice | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| client_specializations | retirees, pre-retirees | https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ | kept |
|
|
| services_offered | comprehensive financial planning, investment strategy, retirement planning | https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ | kept |
|
|
| recommended_for | those new to investing | https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ | kept |
|
|
| fiduciary_status | fiduciary | https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ | kept |
|
|
| has_accolade | d6d6caba-7f11-4913-b498-f5f4ef23d4c5 | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| has_accolade | 76f0aed1-d919-404e-ab5f-6c021d4377a2 | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| has_accolade | f965928e-7384-4d69-aa61-24627342fe17 | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| has_accolade | 3fcb326e-3621-4e71-a963-3eccea474a68 | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| fiduciary_status | fiduciary | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| has_accolade | 01abd883-5bed-48d8-92cd-f7f94e8c0162 | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| client_specializations | nearing retirement, in retirement | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| services_offered | retirement classes, financial planning, tax planning, and investment strategies | https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ | kept |
|
|
| has_accolade | ab64f3d0-3832-421b-a2cb-9c174c5936c1 | https://www.bbb.org/us/ca/san-diego/profile/financial-planning-consultants/pure-financial-advisors-llc-1126-171984231 | kept |
|
|
| categorized_as | Financial Planning Consultants | https://www.bbb.org/us/ca/san-diego/profile/financial-planning-consultants/pure-financial-advisors-llc-1126-171984231 | kept |
|
|
| categorized_as | LocalBusiness | https://www.bbb.org/us/ca/san-diego/profile/financial-planning-consultants/pure-financial-advisors-llc-1126-171984231 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.bbb.org/us/ca/san-diego/profile/financial-planning-consultants/pure-financial-advisors-llc-1126-171984231 | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.bbb.org/us/ca/san-diego/profile/financial-planning-consultants/pure-financial-advisors-llc-1126-171984231 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.bbb.org/us/ca/san-diego/profile/financial-planning-consultants/pure-financial-advisors-llc-1126-171984231 | json_ld_parsed |
|
|
| fiduciary_status | fiduciary | https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 | kept |
|
|
| compensation_model | fee-only | https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 | kept |
|
|
| client_specializations | retirement and pre-retirement | https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 | kept |
|
|
| regulatory_registration | Registered Investment Advisor | https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 | kept |
|
|
| founded_by | 35cecdb9-cfc0-4331-ac22-1586e1247953 | https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 | kept |
|
|
| services_offered | comprehensive, strategic retirement planning services and low-cost, tax-optimized investment management | https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 | kept |
|
|
| services_offered | tax, planning, and investment | https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ | kept |
|
|
| categorized_as | financial advisory firm | https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ | kept |
|
|
| services_offered | financial education, financial planning, investment advice | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| has_accolade | a329019e-d4d1-477a-9fad-941bccfd5db1 | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| services_offered | retirement consulting | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| has_accolade | f11f0089-2433-42ed-8d69-820ff9c352e4 | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| regulatory_registration | registered investment adviser (RIA) | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| has_accolade | e42f10e1-968b-4a1d-9937-624cabae3168 | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| has_accolade | 1468eae5-f73b-4510-86e6-44c617a6b317 | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| has_accolade | f9f77df8-6b75-43ae-8c2c-7a921c511882 | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| has_accolade | bacacf48-73ff-4b60-aecb-eb7801af65d4 | https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ | kept |
|
|
| featured_on | 83bff0fc-68af-494f-8d56-de3a0cea0ceb | https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ | kept |
|
|
| fiduciary_status | fiduciary | https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ | kept |
|
|
| services_offered | investment management, retirement planning | https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ | fixed |
|
|
| compensation_model | fee-only | https://purefinancial.com/team/ | kept |
|
|
| professional_certifications | CFP, CFA, CPA | https://purefinancial.com/team/ | kept |
|
|
| professional_certifications | CFP, CPA, CFA | https://purefinancial.com/why-pure/ | kept |
|
|
| services_offered | comprehensive retirement planning, tax-optimized investment management, financial planning, tax planning | https://purefinancial.com/why-pure/ | kept |
|
|
| regulatory_registration | registered investment adviser (RIA) | https://purefinancial.com/why-pure/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/why-pure/ | kept |
|
|
| has_accolade | a6497f8e-7dad-4283-a3b8-c18338456f2d | https://purefinancial.com/why-pure/news/ | kept |
|
|
| services_offered | financial education, planning and investment advice | https://purefinancial.com/why-pure/news/ | kept |
|
|
| has_accolade | 76f0aed1-d919-404e-ab5f-6c021d4377a2 | https://purefinancial.com/why-pure/news/ | kept |
|
|
| has_accolade | 01abd883-5bed-48d8-92cd-f7f94e8c0162 | https://purefinancial.com/why-pure/news/ | kept |
|
|
| compensation_model | fee-only | https://purefinancial.com/why-pure/news/ | kept |
|
|
| has_accolade | d6d6caba-7f11-4913-b498-f5f4ef23d4c5 | https://purefinancial.com/why-pure/news/ | kept |
|
|
| has_accolade | aad58734-5700-4a31-90d0-a659df5e0d42 | https://purefinancial.com/why-pure/news/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://purefinancial.com/why-pure/news/ | kept |
|
|
| regulatory_registration | registered investment adviser (RIA) | https://purefinancial.com/why-pure/news/ | kept |
|
|
| has_accolade | 63ad6c4a-5a5d-419d-a63e-7afd1f00ab9b | https://www.linkedin.com/company/pure-financial-advisors/life | kept |
|
|
| has_accolade | 445e57ac-5f58-45a6-aca2-e92c8f4f9359 | https://www.linkedin.com/company/pure-financial-advisors/life | kept |
|
|
| compensation_model | fee-only | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html | kept |
|
|
| services_offered | financial education, planning, and investment advice | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html | kept |
|
|
| regulatory_registration | registered investment advisor | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html | kept |
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Credentials
-
cfp_certification: CERTIFIED FINANCIAL PLANNER™
claimed_unverified
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
Self-asserted.
-
cfp_certification: CFP, CFA, AIF
claimed_unverified
- purefinancial.com https://purefinancial.com/learning-center/ self-published
Self-asserted.
-
cfp_certification: CFP, CFA, CPA
claimed_unverified
- purefinancial.com https://purefinancial.com/team/ self-published
Self-asserted.
-
cfp_certification: CFP, CFA
claimed_unverified
- purefinancial.com https://purefinancial.com/locations/ self-published
Self-asserted.
-
cfp_certification: CFP, CPA, CFA
claimed_unverified
- purefinancial.com https://purefinancial.com/why-pure/ self-published
Self-asserted.
-
investment_adviser_registration: PURE FINANCIAL ADVISORS, LLC, License #144316, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/144316 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/144316 independent
-
investment_adviser_registration: registered investment adviser (RIA)
claimed_unverified
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
Self-asserted.
-
investment_adviser_registration: registered investment adviser (RIA)
claimed_unverified
- purefinancial.com https://purefinancial.com/why-pure/ self-published
Self-asserted.
-
investment_adviser_registration: registered investment adviser (RIA)
claimed_unverified
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
Self-asserted.
-
investment_adviser_registration: Registered Investment Advisor (RIA)
claimed_unverified
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
Self-asserted.
-
investment_adviser_registration: Registered Investment Advisor (RIA)
claimed_unverified
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
Self-asserted.
-
investment_adviser_registration: Registered Investment Advisor (RIA)
claimed_unverified
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
Self-asserted.
-
investment_adviser_registration: registered investment advisor
claimed_unverified
- purefinancial.com https://purefinancial.com/ self-published
Self-asserted.
-
investment_adviser_registration: RIA
claimed_unverified
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 9
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/144316 independent
- indyfin.com https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 independent
- purefinancial.com https://purefinancial.com/ self-published
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/financial-planning/ self-published
- purefinancial.com https://purefinancial.com/investing/ self-published
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/learning-center/ self-published
- purefinancial.com https://purefinancial.com/locations/ self-published
- purefinancial.com https://purefinancial.com/team/ self-published
- purefinancial.com https://purefinancial.com/why-pure/ self-published
- purefinancial.com https://purefinancial.com/why-pure/locations/ self-published
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
- linkedin.com https://www.linkedin.com/company/pure-financial-advisors independent
- prnewswire.com https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html independent
- rothira.org https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 independent
- wiseradvisor.com https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ independent
- yelp.com https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 aggregated
- zoominfo.com https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/144316 independent
- indyfin.com https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 independent
- purefinancial.com https://purefinancial.com/ self-published
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/financial-planning/ self-published
- purefinancial.com https://purefinancial.com/investing/ self-published
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/learning-center/ self-published
- purefinancial.com https://purefinancial.com/locations/ self-published
- purefinancial.com https://purefinancial.com/team/ self-published
- purefinancial.com https://purefinancial.com/why-pure/ self-published
- purefinancial.com https://purefinancial.com/why-pure/locations/ self-published
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
- linkedin.com https://www.linkedin.com/company/pure-financial-advisors independent
- prnewswire.com https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html independent
- rothira.org https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 independent
- wiseradvisor.com https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ independent
- yelp.com https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 aggregated
- zoominfo.com https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 independent
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/144316 independent
- indyfin.com https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 independent
- purefinancial.com https://purefinancial.com/ self-published
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/financial-planning/ self-published
- purefinancial.com https://purefinancial.com/investing/ self-published
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/learning-center/ self-published
- purefinancial.com https://purefinancial.com/locations/ self-published
- purefinancial.com https://purefinancial.com/team/ self-published
- purefinancial.com https://purefinancial.com/why-pure/ self-published
- purefinancial.com https://purefinancial.com/why-pure/locations/ self-published
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
- linkedin.com https://www.linkedin.com/company/pure-financial-advisors independent
- prnewswire.com https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html independent
- rothira.org https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 independent
- wiseradvisor.com https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ independent
- yelp.com https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 aggregated
- zoominfo.com https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 independent
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/144316 independent
- indyfin.com https://indyfin.com/financial-advisor-firm/california/san-diego/pure-financial-144316 independent
- purefinancial.com https://purefinancial.com/ self-published
- purefinancial.com https://purefinancial.com/awards/best-financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-advisors-one-of-the-nations-fastest-growing-private-companies-inc-5000-2025/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-announces-two-transactions-to-close-out-2023/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-makes-top-10-advisory-firms-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/awards/pure-financial-ranked-7-out-of-45-wealth-management-firms-by-san-diego-business-journal/ self-published
- purefinancial.com https://purefinancial.com/awards/top-12-financial-advisors-san-diego-2020/ self-published
- purefinancial.com https://purefinancial.com/awards/top-rated-financial-advisor-in-san-diego/ self-published
- purefinancial.com https://purefinancial.com/financial-planning/ self-published
- purefinancial.com https://purefinancial.com/investing/ self-published
- purefinancial.com https://purefinancial.com/jobs/financial-advisors-san-diego/ self-published
- purefinancial.com https://purefinancial.com/learning-center/ self-published
- purefinancial.com https://purefinancial.com/locations/ self-published
- purefinancial.com https://purefinancial.com/team/ self-published
- purefinancial.com https://purefinancial.com/why-pure/ self-published
- purefinancial.com https://purefinancial.com/why-pure/locations/ self-published
- purefinancial.com https://purefinancial.com/why-pure/news/ self-published
- purefinancial.com https://purefinancial.com/why-pure/our-story/ self-published
- linkedin.com https://www.linkedin.com/company/pure-financial-advisors independent
- prnewswire.com https://www.prnewswire.com/news-releases/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc-302429655.html independent
- rothira.org https://www.rothira.org/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652 independent
- wiseradvisor.com https://www.wiseradvisor.com/financial-advisors/california/san-diego/pure-financial-advisors-llc/1889652/ independent
- yelp.com https://www.yelp.com/biz/pure-financial-advisors-san-diego-2 aggregated
- zoominfo.com https://www.zoominfo.com/p/Michelle-Lantvit/3341026910 independent