Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
6,259 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$8.0B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $650K | 1.00% |
| $650K - $800K | 0.80% |
| $800K - $1.1M | 0.70% |
| $1.1M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Dean William Heimbach
Location
2020 Main St, Suite 690, Irvine, CA, 92614
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pure Financial Advisors, LLC
February 2020 - Present · 6 yrs
Previous Registrations
Retirement Planners of America
April 2014 - August 2019 · 5 yrs 4 mos
LPL Financial LLC
December 2012 - May 2013 · 5 mos
Strategic Advisers, INC.
August 2010 - December 2012 · 2 yrs 4 mos
Unionbanc Investment Services, LLC
March 2009 - May 2010 · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Contact
Dean William Heimbach