# Jacob Greenberg

> Jacob Greenberg is a fee-only financial advisor at Pure Financial Advisors, LLC in San Diego, California, who holds the AIF, CFP and ChFC credentials. Jacob charges a percentage of assets and a one-time planning fee (one-time plans from $1,000 and 0.4%–1.6% a year of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jacob-greenberg/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pure Financial Advisors, LLC
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,000; 0.4%–1.6% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11.05B across 7,509 accounts
- **Credentials:** AIF, CFP, ChFC, MPH, JD, CRPC, MBA, MSBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5916452 (https://adviserinfo.sec.gov/individual/summary/5916452)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 204 employees
- **Disclosures:** None reported
- **Website:** https://purefinancial.com

## Frequently asked questions

### Is Jacob Greenberg a fee-only financial advisor?

Yes. Jacob Greenberg is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jacob's firm.

### How does Jacob charge for financial advice?

Jacob charges a percentage of assets and a one-time planning fee.

### How much does Jacob charge?

According to Pure Financial Advisors, LLC's website, checked October 28, 2026: one-time plans from $1,000; 0.4%–1.6% a year of assets managed.

### Where is Jacob Greenberg based?

Jacob Greenberg is based in San Diego, California.

### What does Jacob specialize in?

Jacob's specialties include retirement planning, tax planning and estate & legacy planning. Jacob works with retirees and pre-retirees.

### What credentials does Jacob Greenberg hold?

Jacob Greenberg holds the AIF, CFP, ChFC, MPH, JD, CRPC, MBA and MSBA credentials.

### Is Jacob Greenberg registered with the SEC?

Yes. Jacob Greenberg is registered as an investment adviser representative in CA and TX (CRD 5916452), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pure Financial Advisors, LLC manage?

Pure Financial Advisors, LLC reports $11.05B across 7,509 accounts in assets under management.

### How do I contact Jacob Greenberg?

Through Jacob's website, purefinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7022): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://purefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.