Rachel
Fuss

Pure Financial Advisors, LLC

CRD#6105395
Investment Advisor
in Mercer Island, WA

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About this Advisor

Rachel Fuss is a financial advisor based in Mercer Island, Washington, working with Pure Financial Advisors, LLC. Rachel has previously held positions at Edward Jones, Langley United Methodist Church, Minnesota Life Insurance Company, Securian Financial Services Inc, Securian Advisors Northwest, and Pure Financial Advisors, LLC. Rachel has passed the Series 66 regulatory exam and is registered to provide services in California and Washington. Currently, Rachel is part of Pure Financial Advisors, LLC, which operates out of Mercer Island, Washington. The firm has 7 offices and 139 employees. The firm manages assets totaling $6.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pure Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7525 Se 24Th Street Suite 670
Mercer Island, WA 98040

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Pure Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$6,292,814,320

WA Average: $7,578,581,321
Total Number of Employees

139

WA Average: 43
Total Number of Accounts

17,762

WA Average: 3,727
Average Account Size

$354,285

WA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Rachel Fuss Work History

2024 - Present (0 year)

Pure Financial Advisors, LLC

2022 - Present (2 years)

Pure Financial Advisors, LLC

2020 - 2020 (< 1 year)

Langley United Methodist Church

2020 - 2022 (2 years)

Minnesota Life Insurance Company

2020 - 2022 (2 years)

Securian Financial Services Inc

2020 - 2022 (2 years)

Securian Advisors Northwest

2019 - 2020 (1 year)

Edward Jones

2012 - 2019 (7 years)

Edward Jones

Disclosures

Please visit the SEC profile of Rachel Fuss 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

Karen Baszak
San Diego, CA
Matthew Horsley
San Diego, CA
John Dugan
San Diego, CA
Gary Huband
San Diego, CA
Allison Alley
San Diego, CA
Dean Heimbach
Irvine, CA
Matthew Balderston
San Diego, CA
Alexander Valles
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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