Cerro Pacific Wealth Advisors, LLC fees and pricing
Financial planner in San Luis Obispo, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 30, 2026, Cerro Pacific Wealth Advisors, LLC charges a flat or project fee of $3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500
“The maximum flat fee to be charged will not exceed $3500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cerro Pacific Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the time-weighted daily average value of the account(s) during the quarter.”
- “Fees are generally not negotiable; however, our firm may make exceptions under certain circumstances at our sole discretion.”
- “In rare cases, our firm will agree to directly invoice.”
How Cerro Pacific Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $3,500 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
- 6 of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.
About Cerro Pacific Wealth Advisors, LLC
- Firm size: 6 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 233
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $531,612,070
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310825
- Phone
- (805) 457-3300
Can advise clients in 6 states: Arizona, California, Louisiana, New Hampshire, Oregon, Texas
Other planners in San Luis Obispo that publish fees
- Aquila Wealth AdvisorsSan Luis ObispoUp to $36,000
- Burkart & Stevens Wealth ManagementSan Luis Obispo$250/hr, $2,000-$20,000/yr
- Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000-$3,300
- Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
- KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500-$2,000
- Madanat Financial ServicesSan Luis Obispo$1,000-$2,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.