Dan Herron, CFP®, CPA/PFS Elemental Wealth Advisors
- 3591 Sacramento Drive Suite 106, San Luis Obispo, CA 93401
- (805) 709-8977
- https://www.elementalwealthadvisors.com/
About Dan Herron, CFP®, CPA/PFS
I founded Elemental Wealth Advisors because I believe everyone should have access to solid financial planning, period. No one should be turned away just because they don’t have a million-dollar portfolio or aren’t a higher income earner. Everyone, regardless of income or assets, has financial matters that they need to address. Our clients are those who are just starting to get their financial plans in order and who are eager to learn each step of the way!
We take an educational approach to the financial planning process and provide a means for everyone to construct and implement processes to achieve their financial goals. Together, we walk through and implement each aspect of YOUR financial plan. The financial services industry has made it difficult to see all investment costs and expenses. As a fee-only advisory firm, we believe in transparency. There are no hidden fees or surprises. We collaborate so that you will know what is going on every step of the way. This is how financial planning should be.
We work as fiduciaries, offering our clients support in every area of their personal financial lives. I’m also a CPA who looks at your whole picture including comprehensive tax planning. I earned my degree in Economics, and a Masters in Business and Portfolio Management. You’ll find me to be responsive, collaborative and down-to-earth.
When I’m not at the office, you’ll likely find me out running. I’m a Dad to an amazing furkid (below) and sometimes I even enjoy a real movie.
I look forward to connecting!
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Real Estate Professionals
- Tax Planning
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $175+/mo
- Quarterly Fee: $525+/qtr
- Flat Fee: $2100+/engagement
- Hourly Fee: $350+/hr
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
