# David Padilla Herrera

> David Padilla Herrera is a fee-only financial advisor at Intuitivo PR in Guaynabo, Puerto Rico. David focuses on retirement planning and tax planning. Intuitivo PR reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Intuitivo PR
- **Based in:** Guaynabo, Puerto Rico
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $16.5M across 154 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7163192 (https://adviserinfo.sec.gov/individual/summary/7163192)
- **SEC registration:** Investment adviser representative in PR
- **Exams passed:** Series 63 (2020), Series 65 (2026)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://intuitivopr.com/

## Frequently asked questions

### Is David Padilla Herrera a fee-only financial advisor?

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

### How does David charge for financial advice?

David's firm, Intuitivo PR, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Padilla Herrera based?

David Padilla Herrera is based in Guaynabo, Puerto Rico.

### What does David specialize in?

David's specialties include retirement planning and tax planning.

### Is David Padilla Herrera registered with the SEC?

Yes. David Padilla Herrera is registered as an investment adviser representative in PR (CRD 7163192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intuitivo PR manage?

Intuitivo PR reports $16.5M across 154 accounts in assets under management.

### How do I contact David Padilla Herrera?

Through David's website, intuitivopr.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7163192): 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.intuitivopr.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.
