DC
CFP
DC
CFP

David Cook

18 Years of Experience
San Diego, CA

David Cook is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in San Diego, CA, with 18 years of industry experience. David 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
7,509 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$11.1B

Fee Structure

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%

For client relationships exceeding $10 million, advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108

Get directions

History

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.

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Employment History
Current Registrations
Pure Financial Advisors, LLC
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2013 - December 2014 · 1 yr 3 mos
Pure Financial Advisors, INC.
May 2012 - October 2013 · 1 yr 5 mos
Rjl Wealth Management, LLC
April 2010 - April 2012 · 2 yrs
Raymond J. Lucia Companies, INC.
September 2008 - June 2010 · 1 yr 9 mos
Terra Financial Planning Group LTD
August 2002 - January 2003 · 5 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.