KF
CFP
KF
CFP

Kyle Farmer

1 Year of Experience
San Diego, CA

Kyle Farmer is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in San Diego, CA, with 1 years of industry experience. Kyle 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
Loading...

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.

Learn about disclosures →
Other Business Activities

Kyle owns and operates Tuna Twins Fishing, offering commercial fishing trips since 2022. This non-investment related activity takes a few hours per week and occurs outside of trading hours.

Employment History
Current Registrations
Pure Financial Advisors, LLC
February 2025 - Present · 1 yr 3 mos
State Registrations1 state
CA
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.
Kyle Farmer - Financial Advisor | TrueAdvisor