Thomas Vance
Thomas Vance is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Irvine, CA, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,509 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
For client relationships exceeding $10 million, advisory fees are negotiable.
Fee Estimator
Location
2020 Main Street, Suite 690, Irvine, CA, 92614
Get directionsHistory
Regulatory History (2)
Civil
October 2007Customer Dispute
June 2003Other Business Activities
Thomas is a one-third owner of HMV, Inc., a real estate development and investment company, since 2002. He spends minimal time on this activity.
Employment History
Current Registrations
Pure Financial Advisors, LLC
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
U.S. Bancorp Investments, INC.Broker
Visionlink Financial Advisors, INC.
M Holdings Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.