Redmond, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Pure Financial Advisors, LLC
Multi-team
Firm-wide stats for Pure Financial Advisors, LLC
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
22500 NE Marketplace Dr, Suite 203
Redmond WA 98053
Advisors at this office
5
Advisors at this office
Christopher R
CFP®, Series 63, Series 65, Series 66
Redmond, WA
Pure Financial Advisors, LLC
Christopher Reedy is a CFP® professional with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Personal Investment Management Inc., FAC Wealth Management, Charles Schwab, and Securian Financial Services. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning processes.
Rodney C
Series 63, Series 65
Redmond, WA
Pure Financial Advisors, LLC
Rodney Coyan is a financial advisor at Pure Financial Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Personal Investment Management, Inc. for 14 years, where he served as Board Secretary. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers a range of services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.
Daron E
CFP®, Series 63, Series 66
Redmond, WA
Pure Financial Advisors, LLC
Daron Estrada is a CFP® professional at Pure Financial Advisors, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2026. He holds Series 63 and Series 66 licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management using academic investment frameworks and provides services including pension consulting, variable annuity management, and donor-advised fund solutions.
Jennifer L
CFP®, Series 65
Redmond, WA
Pure Financial Advisors, LLC
Jennifer Laduca is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Pure Financial Advisors, LLC since 2025 and previously spent 11 years at Personal Investment Management, Inc. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning through its Foundation Financial Plan process.
Brian F
CFA®, Series 63, Series 65
Redmond, WA
Pure Financial Advisors, LLC
Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)