Lehi, UT Office
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Pure Financial Advisors, LLC
Multi-team
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About
Pure Financial Advisors, LLC is an enterprise-scale registered investment adviser with roughly $11.05 billion in assets under management, about 83 advisors, and several thousand individual and high‑net‑worth clients. The firm provides comprehensive financial planning and discretionary portfolio management and also offers related services including pension/401(k) consulting, variable annuity management, donor‑advised fund solutions, and assistance with held‑away retirement plan accounts.
Pure follows a financial‑planning‑centered approach grounded in academic frameworks such as modern portfolio theory and tax‑aware asset‑location, and it emphasizes continuous planning through its Foundation Financial Plan process as the typical pathway to ongoing asset management. Portfolios are managed primarily on a discretionary basis, may include ETFs, mutual funds, stocks, bonds, alternatives and option strategies, and the firm sometimes uses third‑party sub‑advisers or model portfolios to implement specialized allocations.
Noteworthy features that distinguish Pure from many peers include its use of the Pontera order‑management platform to implement discretionary changes in held‑away retirement plans without access to client login credentials, and the option to manage donor‑advised funds under its advisory program (with those assets aggregated for household fee tiers). The firm is indirectly owned in part by Lee Equity Partners, discloses and supervises conflicts arising from held‑away and advisory‑managed DAF services, and offers ancillary services such as adult‑education courses, limited bookkeeping, and transitional portfolio management.
Based on Pure Financial Advisors, LLC
Expertise
Based on Pure Financial Advisors, LLC
Demographic focus
Based on Pure Financial Advisors, LLC
Location
3300 N. Triumph Blvd, Suite 200
Lehi UT 84043
Advisors at this office
3
Advisors at this office
Nicholas R
CFP®, Series 63, Series 66
Lehi, UT
Pure Financial Advisors, LLC
Nicholas Rose is a CFP® professional with 15 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent over a decade at Fidelity Investments in various advisory roles. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and provides services including comprehensive planning, discretionary portfolio management, and consulting for retirement plans and donor-advised funds.
David K
CFP®
Lehi, UT
Pure Financial Advisors, LLC
David Kleinman is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at The Professional Financial Company, Central Bank, and TruRinse. Outside of finance, he owns and operates Moment Rings, a business that creates and sells custom rings online. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach incorporates modern portfolio theory, tax-aware strategies, and specialized management through sub-advisers.
Brennon B
CFP®, Series 63, Series 65
Lehi, UT
Pure Financial Advisors, LLC
Brennon Bowen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior roles include positions at The Professional Financial Company, Arista Wealth Management, and Andina Capital Management LLC. Outside of his advisory work, Bowen is the head coach of the 12U Orem Tigers softball team and an adjunct professor at Utah Valley University. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized portfolio management.
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