Jacob Greenberg
Pure Financial Advisors, LLC · San Diego, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $11.05B across 7,509 accounts |
| Credentials | AIF · CFP · ChFC · MPH · JD · CRPC · MBA · MSBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5916452 |
| Exams passed | Series 66 (2011) |
| Firm size | 204 employees |
| Disclosures | None reported |
| Website | purefinancial.com |
How Jacob's firm compares
- A one-time plan starts at $1,000, below the California median of $2,500 for fee-only firms that publish prices.
- Pure Financial Advisors, LLC's average account is about $1.5 million, from its Form ADV (assets managed divided by 7,509 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pure Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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