Justin Wilson is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Davis, CA, with 20 years of industry experience. Justin 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.
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% |
Fees for relationships exceeding $10,000,000 are negotiable.
Fee Estimator
Location
1784 Picasso Ave Suite D, Davis, CA, 95618
Get directionsHistory
Regulatory History
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
Previous Registrations
Perigon Wealth Management, LLC
Allworth Financial, L.P.
Aw SecuritiesBroker
Duncan Financial
Securities America, INC.Broker
Hanson Mcclain Strategic Advisors, INC.
Hanson Mcclain
Hanson McclainBroker
Hanson Mcclain Advisors
Invest Financial CorporationBroker
Invest Financial Corporation
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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
More Advisors
- Ryan Burgess, CFPPure Financial Advisors, LLC
- George Barden, ChFCEagle Strategies LLC
- Christopher Wink, PFSRmc Financial Advisors, LLC
- Gary Cohen, CFPArcher Pointe Wealth Management, LLC
- Eugene Hsu, CFPArcher Pointe Wealth Management, LLC
- Kevin Young, CFPApella Wealth