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Thomas Vance

Pure Financial Advisors, LLC
31 Years of Experience
Irvine, CA
2 Disclosures
View SEC Summary
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Thomas Vance is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Irvine, CA, with 31 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 7,509 clients with $11B in assets under management.

Pure Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
7,509 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$11.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $350K1.60%
$350K - $500K1.25%
$500K - $750K1.00%
$750K - $1.0M0.90%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees for relationships exceeding $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2020 Main Street, Suite 690, Irvine, CA, 92614

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Civil
October 2007
Final
Customer Dispute
June 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
Amerivest Investment Management, LLC
December 2011 - October 2012 · 10 mos
TD Ameritrade, INC.
December 2011 - October 2012 · 10 mos
TD Ameritrade, INC.Broker
December 2011 - October 2012 · 10 mos
USAA Financial Planning Services
August 2011 - October 2011 · 2 mos
USAA Financial Advisors, INC.Broker
August 2011 - October 2011 · 2 mos
U.S. Bancorp Investments, INC.Broker
June 2010 - April 2011 · 10 mos
Visionlink Financial Advisors, INC.
February 2007 - December 2009 · 2 yrs 10 mos
M Holdings Securities, INC.Broker
January 2007 - December 2009 · 2 yrs 11 mos
Strategic Advisers, INC.
July 1997 - January 2007 · 9 yrs 6 mos
Fidelity Brokerage Services LLCBroker
March 1994 - January 2007 · 12 yrs 10 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
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