Timothy Reyna
Timothy Reyna is a CFP-designated registered investment advisor at Cerro Pacific Wealth Advisors, LLC, based in San Luis Obispo, CA, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 370 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally not negotiable; however, Cerro Pacific Wealth Advisors may make exceptions under certain circumstances at its sole discretion. The maximum annual fee charged to clients by Third-Party Managers (if applicable) will not exceed 1.00%. However, the maximum combined advisory fee charged to clients will not exceed 2.00%.
Fee Estimator
Location
733 Marsh St., Suite #110, San Luis Obispo, CA, 93401
Get directionsHistory
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
Timothy works as a soccer referee for the Arizona State Referee Administration and the Arizona Interscholastic Association. These activities are not investment-related and take about 10-20% of his time each month.
Employment History
Current Registrations
Cerro Pacific Wealth Advisors, LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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