# Pierre Gendreau > Pierre Gendreau is a fee-only financial advisor at Capo Creek Financial Solutions in San Clemente, California. Capo Creek Financial Solutions reports charging a percentage of assets on its Form ADV. Page: https://find.wellspent.co/advisors/pierre-gendreau/ Built from SEC adviser records; last checked October 30, 2026. ## Facts - **Firm:** Capo Creek Financial Solutions - **Based in:** San Clemente, California - **Fee model (firm's Form ADV):** Percentage of assets - **Assets under management (firm):** $9M across 42 accounts - **CRD:** 4335205 (https://adviserinfo.sec.gov/individual/summary/4335205) - **SEC registration:** Investment adviser representative in CA - **Exams passed:** Series 63 (2002), Series 65 (2020) - **Disclosures:** None reported ## Frequently asked questions ### Is Pierre Gendreau a fee-only financial advisor? Yes, according to SEC records as of October 29, 2026: Pierre holds no broker registration, and Capo Creek Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV. ### How does Pierre charge for financial advice? Pierre's firm, Capo Creek Financial Solutions, reports charging a percentage of assets on its SEC Form ADV. ### Where is Pierre Gendreau based? Pierre Gendreau is based in San Clemente, California. ### Is Pierre Gendreau registered with the SEC? Yes. Pierre Gendreau is registered as an investment adviser representative in CA (CRD 4335205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. ### How much does Capo Creek Financial Solutions manage? Capo Creek Financial Solutions reports $9M across 42 accounts in assets under management. ### How do I contact Pierre Gendreau? Contact details aren't on file yet. Search for Capo Creek Financial Solutions. ## Sources - SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4335205): 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 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.