Dan Herron
Elemental Wealth Advisors · San Luis Obispo, California
Dan Herron is a fee-only financial advisor at Elemental Wealth Advisors in San Luis Obispo, California, who holds the CFP and CPA credentials. Elemental Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Elemental Wealth Advisors |
|---|---|
| Based in | San Luis Obispo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.4M across 44 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 5234959 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Dan's firm compares
- Elemental Wealth Advisors's average account is about $214,000, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Dan
Is Dan Herron a fee-only financial advisor?
Yes. Dan Herron is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.
How does Dan charge for financial advice?
Dan's firm, Elemental Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dan Herron based?
Dan Herron is based in San Luis Obispo, California.
What credentials does Dan Herron hold?
Dan Herron holds the CFP and CPA credentials.
Is Dan Herron registered with the SEC?
Yes. Dan Herron is registered as an investment adviser representative in CA, LA and TX (CRD 5234959), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Elemental Wealth Advisors manage?
Elemental Wealth Advisors reports $9.4M across 44 accounts in assets under management.
How do I contact Dan Herron?
Contact details aren't on file yet. Search for Elemental Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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