Ashley Souza
The Pacific Center for Financial Services · Danville, California
Ashley Souza is a fee-only financial advisor at The Pacific Center for Financial Services in Danville, California. The Pacific Center for Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Pacific Center for Financial Services |
|---|---|
| Based in | Danville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.10B across 1,703 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4878053 |
| Exams passed | Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pcfsonline.com |
| Profile |
How Ashley's firm compares
- The Pacific Center for Financial Services's average account is about $644,000, from its Form ADV (assets managed divided by 1,703 accounts).
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Questions about Ashley
Is Ashley Souza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and The Pacific Center for Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, The Pacific Center for Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Souza based?
Ashley Souza is based in Danville, California.
Is Ashley Souza registered with the SEC?
Yes. Ashley Souza is registered as an investment adviser representative in CA (CRD 4878053), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Pacific Center for Financial Services manage?
The Pacific Center for Financial Services reports $1.10B across 1,703 accounts in assets under management.
How do I contact Ashley Souza?
Through Ashley's website, www.pcfsonline.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Danville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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