Daniel Herron
Daniel Herron is a CFP, PFS-designated registered investment advisor at Elemental Wealth Advisors, LLC, based in San Luis Obispo, CA, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Daniel Herron
Location
3591 Sacramento Drive Suite 106, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a principal at BBFS, Inc., dedicating about half of his time to this role. He also owns BB Payroll, Inc. and works as a consultant for Reconcile Money, each taking minimal time.
Employment History
Current Registrations
Elemental Wealth Advisors, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams