Pure Financial Advisors Revenue
Financial Services • 
San Diego, California, United States • 101-200 Employees
Pure Financial Advisors revenue & valuation
| Annual revenue | $21,700,000 |
| Revenue per employee | $128,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $69,500,000 |
| Total funding | No funding |
Key Contacts at Pure Financial Advisors
Robert Rodgers
Director Of Education
Jake Greenberg
Managing Director
Chris Yaros
Senior Director Of Operations
Sandy Sullivan
Director Of Human Resources
Amanda Cook
Director Of Tax
Brian Busta
Director Of Business Development
Kathryn Bowie
Director Of Education
Nathan Nicholas
Director Of Portfolio Management
Michael Pash
Managing Director And Certified Financial Planner
Michael Fenison
Founder, Chairman
Company overview
| Headquarters | 3131 Camino Del Rio North, Ste. 1550, San Diego, CA 92108, US |
| Phone number | +120192015 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Investing, Strategic Financial Planning, Asset Management, Retirement Planning, Financial Planning, Cash Flow, Tax & Estate Planning, Income Management |
| Founded | 2007 |
| Employees | 101-200 |
| Socials |
Pure Financial Advisors Email Formats
Pure Financial Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@purefinancial.com), used 53.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@purefinancial.com | 53.3% |
{first name}.{last name} | john.doe@purefinancial.com | 46.7% |
About Pure Financial Advisors
Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine, Los Angeles, Davis), Seattle, WA, Denver, CO, Chicago, IL, Salt Lake City, UT, and Phoenix, AZ and we are looking to expand in other cities. Pure Financial manages over $8.02 billion in assets (as of March 27, 2025). *For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/. ___________________________ Credentialed and Qualified, Fee-Only, Focused Only on You. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experienced advisors who are employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management, and one directive: do what is best for the client. OUR VISION: -Provide consistently high-quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names", no-load mutual fund companies and discount brokerages. -Offer a healthy professional fee-only environment where professionals can build a quality career without the ethical burden of selling financial products to earn commissions. -Be accessible and affordable to both high net-worth individuals as well as people who are not typically considered high net-worth while providing the collaborative professional team experience demanded by ultra-high-net-worth clients.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Pure Financial Advisors has 101 employees across 9 departments.
Departments
Number of employees
Pure Financial Advisors Tech Stack
Discover the technologies and tools that power Pure Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
Video players
CDN
Security
Form builders
JavaScript libraries
Maps
JavaScript libraries
CDN
Marketing automation
Advertising
JavaScript libraries
United Kingdom
Jordan
France
Frequently asked questions
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