Lyle Meek
Cerro Pacific Wealth Advisors · San Luis Obispo, California
Lyle Meek is a fee-only financial advisor at Cerro Pacific Wealth Advisors in San Luis Obispo, California. Lyle 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 1214477 |
| Exams passed | Series 63 (1984) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cerrowealth.com |
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Questions about Lyle
Is Lyle Meek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lyle 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 Lyle charge for financial advice?
Lyle's firm, Cerro Pacific Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lyle Meek based?
Lyle Meek is based in San Luis Obispo, California.
What does Lyle specialize in?
Lyle's specialties include estate & legacy planning, retirement planning and family wealth transfer. Lyle works with multi-generational families.
Is Lyle Meek registered with the SEC?
Yes. Lyle Meek is registered as an investment adviser representative in CA (CRD 1214477), 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 Lyle Meek?
Through Lyle'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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