Daniel Speirs
Cerro Pacific Wealth Advisors · San Luis Obispo, California
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.
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Specialties
Who they serve
- Multi-generational families
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 | $531.6M across 713 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2170094 |
| Exams passed | Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cerrowealth.com |
| Profile |
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Cerro Pacific Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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