Michael
Chipperfield
Pure Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Chipperfield is a certified financial planner who works out of San Diego, California, with a total of 2 years of industry experience. Chipperfield works at Pure Financial Advisors, LLC. During their career, the advisor has held roles at Charles Schwab & Co., Inc, Waddell & Reed, University Of San Diego, Charles Schwab Bank and Pure Financial Advisors, LLC. Chipperfield maintains Series 66 and Series 63 licenses, designating them as a securities broker, and can operate in California. Pure Financial Advisors, LLC is a financial advisory business that has its headquarters in San Diego, CA. The investment advisory business has offices in six locations and a total of 123 people on staff. It handles $5 billion in assets under management across its 14,757 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to two charities and foundations. Of its 14,757 accounts, 44% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Pure Financial Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors largely vary depending on the type of services provided. However, fee types charged by Pure Financial Advisors, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pure Financial Advisors, LLC Brokerage Details
$4,600,614,925
123
14,757
$311,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Michael Chipperfield Work History
Michael has been registered as a financial advisor for 2 years.*
Pure Financial Advisors, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Waddell & Reed
University Of San Diego
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Chipperfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pure Financial Advisors, LLC
San Diego, CA
Mercer Island, WA
San Diego, CA
San Diego, CA
Irvine, CA
Woodland Hills, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
