Daniel M. Herron
ELEMENTAL WEALTH ADVISORS
San Luis Obispo, CA 93401
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CRD#: 5234959
Professional summary
Daniel Michael Herron, CFP® is a registered financial advisor currently at ELEMENTAL WEALTH ADVISORS, LLC located in San Luis Obispo, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 1 firm .
Question & Answer
What are your service offerings?
Tax Planning
Inheritance
Small Business Planning
Budgeting
Education Planning
Investment Planning
Insurance Planning
Employee and Employer Plan Ben...
Retirement Planning
Social Security Planning
Debt Management
Business Succession Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Income Management
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Daniel Herron is currently employed as a principal at BBFS, Inc.. This activity accounts for approximately 50% of their time. Additionally, he is employed as a owner of BB Payroll, Inc. This activity accounts for approximately 1% of their time. Lastly, he is a consultant for Reconcile Money, a startup company. This activity accounts for approximately 1% of their time.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Michael Herron's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
September 6, 2019 - Present
ELEMENTAL WEALTH ADVISORS, LLC
Office #1: 3591 Sacramento Drive Suite 106, San Luis Obispo, CA 93401RIA
CRD#: 304854
San Luis Obispo, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/6/2019)
IAR
Louisiana(11/14/2019)
IAR
Texas(1/7/2022)
Exams
Current Firm
EW
ELEMENTAL WEALTH ADVISORS, LLC
ELEMENTAL WEALTH ADVISORS, LLC
CRD#: 304854 / SEC#:
California
Registered Investment Advisory firm - (9/6/2019 Approved)Louisiana
Registered Investment Advisory firm - (11/14/2019 Approved)Texas
Registered Investment Advisory firm - (1/7/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3591 Sacramento Drive Suite 106, San Luis Obispo, CA 93401
Mailing Address
Phone number
(805) 709-8977
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 6,357,880 |
Red Flags
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Company Information
ELEMENTAL WEALTH ADVISORS, LLC
CRD#: 304854San Luis Obispo, CA 93401TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
