Elemental Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning engagements are offered at an hourly rate of $350.00 per hour..”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Elemental Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check, or credit card.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Elemental Wealth Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 4 other planners in San Luis Obispo that publish an hourly rate charge less.

About Elemental Wealth Advisors, LLC

• Principal: Daniel Herron
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Minimum

$2,100 minimum fee (stated in brochure)

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$9,434,470

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304854

Website

elementalwealthadvisors.com (opens in new tab)

Phone

(805) 709-8977

Can advise clients in 2 states: California, Louisiana

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
• Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
• Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000⁠-⁠$3,300
• KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500⁠-⁠$2,000
• Madanat Financial ServicesSan Luis Obispo$1,000⁠-⁠$2,000

Compare all 14 planners in San Luis Obispo