# Daniel Speirs

> Daniel Speirs is a fee-only financial advisor at Cerro Pacific Wealth Advisors in San Luis Obispo, California. Daniel focuses on estate & legacy planning, retirement planning and family wealth transfer. Cerro Pacific Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cerro Pacific Wealth Advisors
- **Based in:** San Luis Obispo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $531.6M across 713 accounts
- **Specialties:** Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2170094 (https://adviserinfo.sec.gov/individual/summary/2170094)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2002)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.cerrowealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Cerro Pacific Wealth Advisors 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, Cerro Pacific Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Speirs based?

Daniel Speirs is based in San Luis Obispo, California.

### What does Daniel specialize in?

Daniel's specialties include estate & legacy planning, retirement planning and family wealth transfer. Daniel works with multi-generational families.

### Is Daniel Speirs registered with the SEC?

Yes. Daniel Speirs is registered as an investment adviser representative in CA (CRD 2170094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cerro Pacific Wealth Advisors manage?

Cerro Pacific Wealth Advisors reports $531.6M across 713 accounts in assets under management.

### How do I contact Daniel Speirs?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2170094): 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.cerrowealth.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.