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Updated September 27, 2026. Quick answer: Pure Financial Advisors discloses a tiered schedule starting at 1.60% in its Pure Financial Advisors, LLC Part 2A of Form ADV: Firm Brochure (February 12, 2026). Converted to dollars, that runs $7,475 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Pure Financial Advisors, LLC Part 2A of Form ADV: Firm Brochure (February 12, 2026): “Our asset management fees for portfolio management services are based upon a percentage of assets under management and generally range from 0.50% to 1.60% annually under a progressive fee schedule, which generally results in a blended effective rate … Fee Schedule Assets Under Management Progressive Annual Fee $0 to $350,000 1.60% annually $350,001 to $500,000 1.25% annually $500,001 to $750,000 1.00% annually $750,001 to $1,000,000 .90% annually $1,000,001 to $2,000,000 .85% annually $2,000,001 to $3,000,000 .80% annually $3,000,001 to $4,000,000 .75% annually $4,000,001 to $5,000,000 .70% annually $5,000,001 to $10,000,000 .50% annually $10,000,001 to and higher Negotiable. Example: If the value of the assets managed by Advisor is $1,500,000 at the end of each calendar quarter for a period of one year, then the Asset Management Fee will be equal to $350,000 @ 1.60%, plus $149,999 @ 1.25%, plus $249,999 @ 1.00%, plus…”
- $0 to $350,000: 1.60%
- $350,001 to $500,000: 1.25%
- $500,001 to $750,000: 1.00%
- $750,001 to $1,000,000: 0.90%
- $1,000,001 to $2,000,000: 0.85%
- $2,000,001 and above: 0.80% to 0.50%, negotiable above $10,000,001
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $4,000 | 1.60% |
| $500,000 | $7,475 | 1.49% |
| $1,000,000 | $12,225 | 1.22% |
| $2,000,000 | $20,725 | 1.04% |
PURE’s own Fee Schedule is a marginal, progressive schedule the brochure itself illustrates with a worked example for a $1,500,000 account (‘$350,000 @ 1.60%, plus $149,999 @ 1.25%, plus…’): $0 to $350,000 @1.60%; $350,001-$500,[email protected]%; $500,001-$750,[email protected]%; $750,001-$1,000,[email protected]%; $1,000,001-$2,000,[email protected]%. At $250,000 = 250,000 x 0.016 = $4,000 (entirely in the first bracket); at $500,000 = 350,000 x 0.016 + 150,000 x 0.0125 = 5,600+1,875 = $7,475; at $1,000,000, adding 500,001-750,000 (250,000 x 0.01 = 2,500) and 750,001-1,000,000 (250,000 x 0.009 = 2,250) gives 5,600+1,875+2,500+2,250 = $12,225; at $2,000,000, adding the 1,000,001-2,000,000 bracket (1,000,000 x 0.0085 = 8,500) gives $12,225+$8,500 = $20,725.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Pure Financial Advisors’s own published rate runs $7,475 a year.
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- Pure Financial Advisors, LLC Part 2A of Form ADV: Firm Brochure (February 12, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008644
- SEC Investment Adviser Public Disclosure, Pure Financial Advisors, LLC (CRD #144316): https://adviserinfo.sec.gov/firm/summary/144316
- Pure Financial Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/144316/PDF/144316.pdf
Methodology. This page was built September 27, 2026, drawing on Pure Financial Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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