Timothy Reyna
Cerro Pacific Wealth Advisors · San Luis Obispo, California
Timothy Reyna is a fee-only financial advisor at Cerro Pacific Wealth Advisors in San Luis Obispo, California, who holds the CFP credential. Timothy 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7141293 |
| Exams passed | Series 63 (2019) · Series 66 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cerrowealth.com |
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Questions about Timothy
Is Timothy Reyna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy's firm, Cerro Pacific Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Reyna based?
Timothy Reyna is based in San Luis Obispo, California.
What does Timothy specialize in?
Timothy's specialties include estate & legacy planning, retirement planning and family wealth transfer. Timothy works with multi-generational families.
What credentials does Timothy Reyna hold?
Timothy Reyna holds the CFP credential.
Is Timothy Reyna registered with the SEC?
Yes. Timothy Reyna is registered as an investment adviser representative in CA (CRD 7141293), 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 Timothy Reyna?
Through Timothy'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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