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      Pure Financial Advisors

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      Pure Financial Advisors reviews

      Great Environment - CFP Pure Financial Advisors Employee Review

      5.0
      Jan 22, 2018
      Cfp
      Recommend
      CEO approval
      Business outlook

      Pros

      The firm's marketing efforts are excellent, allowing employees to focus on servicing clients. The fee only environment eliminates conflicts and ensures employees are able to provide unbiased advice. Company growth is impressive with several recent hires. Management has designed a very specific and effective process that is a win/win for the firm, employees and clients. The firm is actually doing real financial planning.

      Cons

      There may be a learning curve for those coming from areas of the industry not primarily focused on financial planning. (The firm's focus on taxes is likely greater than at most firms specializing exclusively in asset management, for example.)

      Explore other reviews about Pure Financial Advisors

      5.0
      Jun 27, 2026
      Anonymous
      Recommend
      CEO approval
      Business outlook

      Pros

      One thing I like about this job is how much it expands my understanding of personal finance and long-term planning. Different financial topics every week. Opportunities to continue learning. The experience helps me become more knowledgeable in ways that benefit both my career and personal life.

      Cons

      Financial regulations occasionally change and require adapting to new requirements.

      5.0
      Jun 19, 2026
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      I work with clients on retirement planning, investment strategies, and holistic financial guidance — the fee-only model means you're on the client's side rather than pushing products. The training and onboarding gave me a proper start. The team is supportive, and the office never feels like a pressure-cooker. The pay is good, and there's also bonus potential.

      Cons

      Periods of market volatility make clients nervous, so they need extra attention and more follow-ups.

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