Stephen Schliesser
The Pacific Center for Financial Services · Danville, California
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.
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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 | $1.10B across 1,703 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1439219 |
| Exams passed | Series 63 (1989) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pcfsonline.com |
How Stephen's firm compares
- The Pacific Center for Financial Services's average account is about $644,000, from its Form ADV (assets managed divided by 1,703 accounts).
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Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Danville
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
- 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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