Advisor at Elemental Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elemental Wealth Advisors, LLC
Location
San Luis Obispo, CA 93401
Credentials
CFP®, PFS™
Industry experience
6 years
Daniel Herron is a CFP® and PFS™ with six years of industry experience, currently serving as the sole advisor at Elemental Wealth Advisors, LLC in San Luis Obispo, CA. He previously worked at Wacker Wealth Partners and Caliber Accounting and Tax, and is also a principal at BBFS, Inc., owner of BB Payroll, Inc., and a consultant for the startup Reconcile Money. Elemental Wealth Advisors provides investment management, financial planning, and employee benefit plan services to individuals, high-net-worth clients, pension and profit-sharing plans, employer plan sponsors, and charitable organizations. The firm emphasizes client-specific investment policies and primarily passive strategies, with a notable focus on small-business and plan-sponsor advisory services supported by the principal’s combined financial planning and accounting expertise.
Based on Elemental Wealth Advisors, LLC
Based on Elemental Wealth Advisors, LLC
Project Based Financial Planning fixed fees range from $2,100 to $10,000, negotiable; half due at start, remainder at completion.
$0 - $1,000,000: 0.50% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.50%
$350 per hour for Financial Planning engagements.
Account minimum: No explicit minimum account size for Investment Management Services stated; however, there is a minimum annual fee of $1,200 for Ongoing Financial Planning Services. Minimum fee: $1,200 minimum annual fee for Ongoing Financial Planning Services; minimum fee requirement of $2,100 for Ongoing Financial Planning based on income calculation. Fee-only: Ongoing Financial Planning fees include a $500 upfront charge plus ongoing monthly fee of 1% of total income (based on most recent tax return), minimum $2,100; Project based Financial Planning fixed fees range from $2,100 to $10,000; Hourly Financial Planning fee $350/hour.
3591 Sacramento Drive Suite 106
San Luis Obispo, CA 93401
California · Louisiana · Texas
Elemental Wealth Advisors LLC
2018 - Present (8 years)
BBFS Inc
2017 - Present (9 years)
Wacker Wealth Partners
2015 - 2016 (1 year)
Caliber Accounting and Tax
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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