Wheaton, IL Office
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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
100 East Roosevelt Road, Suite 100
Wheaton IL 60187
Advisors at this office
7
Advisors at this office
Phillip S
Series 66
Wheaton, IL
Pure Financial Advisors, LLC
Phillip Smolinski is a financial advisor with Pure Financial Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fairhaven Wealth Management, IHT Wealth Management, Fidelity Brokerage Services, UBS Financial Services, and Ameriprise. Pure Financial Advisors, LLC is a large 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, utilizing a financial-planning-centered approach rooted in academic frameworks and continuous planning through its Foundation Financial Plan process.
Jennifer T
CFP®, Series 63, Series 65
Wheaton, IL
Pure Financial Advisors, LLC
Jennifer Taylor is a CFP® professional with 30 years of industry experience and currently serves at Pure Financial Advisors, LLC. Her prior roles include positions at Fairhaven Wealth Management, LLC and Fidelity, where she worked for over 25 years in various capacities. 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 manages portfolios primarily on a discretionary basis across a range of asset classes and strategies.
Trent W
CFP®, Series 66
Wheaton, IL
Pure Financial Advisors, LLC
Trent Warren is a CFP® professional with 21 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, Triad Advisors, Inc., Ford Wealth Management LLC, LPL Financial, and Merrill. Warren is also involved in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. 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 utilizing academic investment frameworks and emphasizes continuous planning through its Foundation Financial Plan process.
Gerald K
Series 66
Wheaton, IL
Pure Financial Advisors, LLC
Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Fairhaven Wealth Management. Pure Financial Advisors, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm applies academic investment frameworks and offers specialized services such as pension consulting and donor-advised fund management.
Marc H
CFP®, Series 65, Series 66
Wheaton, IL
Pure Financial Advisors, LLC
Marc Horner is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Triad Advisors, UBS Financial Services, and Merrill. Outside of advising, he is president of HighTide Media LLC, a financial education company that produces licensed video content under the trademark "Million Dollar Cup of Coffee." 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 offers comprehensive planning and discretionary portfolio management services.
Matthew F
Series 63, Series 65
Wheaton, IL
Pure Financial Advisors, LLC
Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Pacific Life Insurance Company, UBS Financial Services, and Merrill. He also holds life and health insurance 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 emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.
Kurt A
CFP®, Series 63, Series 66
Wheaton, IL
Pure Financial Advisors, LLC
Kurt Anderson is a CFP® professional with 25 years of experience in the financial services industry. He is currently an advisor at Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, LLC and Voyage Financial Group among other firms. 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 financial planning based on academic frameworks like modern portfolio theory and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.
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