# Stephen Schliesser

> Stephen Schliesser is a fee-only financial advisor at The Pacific Center for Financial Services in Danville, California, who holds the CFP credential. The Pacific Center for Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-schliesser/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Pacific Center for Financial Services
- **Based in:** Danville, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.10B across 1,703 accounts
- **Credentials:** CFP
- **CRD:** 1439219 (https://adviserinfo.sec.gov/individual/summary/1439219)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1989)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.pcfsonline.com

## Frequently asked questions

### Is Stephen Schliesser a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and The Pacific Center for Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, The Pacific Center for Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Schliesser based?

Stephen Schliesser is based in Danville, California.

### What credentials does Stephen Schliesser hold?

Stephen Schliesser holds the CFP credential.

### Is Stephen Schliesser registered with the SEC?

Yes. Stephen Schliesser is registered as an investment adviser representative in CA and TX (CRD 1439219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does The Pacific Center for Financial Services manage?

The Pacific Center for Financial Services reports $1.10B across 1,703 accounts in assets under management.

### How do I contact Stephen Schliesser?

Through Stephen's website, www.pcfsonline.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1439219): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.