Out of curiosity has anyone ever dealt with Pure Financial Advisors (https://purefinancial.com/)? They run low-cost 2-day retirement planning courses in the San Diego area which my wife and I attended. Not bad but basic info - I got the impression it was more "soft sell marketing". They want to give us a "free assessment" which I am sure is more soft sell marketing where they will tell us how we'd be idiots not to use their services. I pulled-down their Form CRS filing from the SEC:
https://adviserinfo.sec.gov/firm/summary/144316
Doesn't look good...typical 1% AUM (actually worse according to their Form CRS). Technically I guess they do "fee only" assessments but I don't think I even want to entertain that given their AUM conflict of interest.
https://adviserinfo.sec.gov/firm/summary/144316
Doesn't look good...typical 1% AUM (actually worse according to their Form CRS). Technically I guess they do "fee only" assessments but I don't think I even want to entertain that given their AUM conflict of interest.
Statistics: Posted by mbouck — Tue Mar 12, 2024 8:52 pm — Replies 0 — Views 39
