David Padilla Herrera
Intuitivo PR · Guaynabo, Puerto Rico
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.
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Specialties
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 |
| Assets under management | $16.5M across 154 accounts |
| SEC registration | Investment adviser representative in PR · CRD 7163192 |
| Exams passed | Series 63 (2020) · Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | intuitivopr.com |
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Questions about David
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.
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
- Intuitivo PR 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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