David Kleinman is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Lehi, UT, with 3 years of industry experience. David 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
3300 N. Triumph Blvd, Suite 200, Lehi, UT, 84043
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 →Other Business Activities
David is the sole owner and operator of Moment Rings, a business that makes and sells custom rings online. This activity, which is not investment-related, takes about 10-20% of David's time.
Employment History
Current Registrations
Pure Financial Advisors, LLC
Previous Registrations
The Professional Financial Company LLC
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
- Brennon Bowen, CFPPure Financial Advisors, LLC
- Nicholas Trotter, CFPSolidarity Wealth, LLC
- Michael Pelo, CFP, ChFCMML Investors Services, LLC
- Samantha Stoner, CFATownsquare Capital, LLC
- Joshua Coombs, CFADrive Wealth Advisers
- John Brough, CFPB.O.S.S. Retirement Advisors, LLC