# Daniel Gutierrez

> Daniel Gutierrez is a fee-only financial advisor at Statherós Financial Solutions in El Dorado Hills, California. Daniel focuses on retirement planning. Statherós Financial Solutions reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-gutierrez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Statherós Financial Solutions
- **Based in:** El Dorado Hills, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $926.2M across 1,430 accounts
- **Specialties:** Retirement planning
- **Works with:** High earners, Pre-retirees
- **CRD:** 2411599 (https://adviserinfo.sec.gov/individual/summary/2411599)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.statherosfinancial.com/

## Frequently asked questions

### Is Daniel Gutierrez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Statherós Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Statherós Financial Solutions, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Gutierrez based?

Daniel Gutierrez is based in El Dorado Hills, California.

### What does Daniel specialize in?

Daniel's specialties include retirement planning. Daniel works with high earners and pre-retirees.

### Is Daniel Gutierrez registered with the SEC?

Yes. Daniel Gutierrez is registered as an investment adviser representative in CA and TX (CRD 2411599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Statherós Financial Solutions manage?

Statherós Financial Solutions reports $926.2M across 1,430 accounts in assets under management.

### How do I contact Daniel Gutierrez?

Through Daniel's website, www.statherosfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2411599): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.statherosfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.