Cerro Pacific Wealth Advisors

Facts

Cerro Pacific Wealth Advisors fees

Cerro Pacific Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Brianna Ferguson

  CFP

• Daniel Speirs

• Lyle Meek

• Timothy Reyna

  CFP