Elemental Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management, project-based and ongoing financial planning, and employee benefit plan services for individuals, high-net-worth individuals, pension and profit-sharing plans, employer plan sponsors, and charitable organizations. It also conducts educational seminars and speaking engagements on a variety of personal finance topics as part of its client outreach.
Investment management is implemented through client-specific investment policy statements and primarily passive strategies using index mutual funds and ETFs, with discretion to trade on clients’ behalf and consideration of tax and retirement objectives. Financial planning covers business planning, cash flow and debt management, college savings, insurance and estate planning, and may be delivered as fixed-fee projects, hourly engagements, or ongoing monthly relationships.
The firm is notable for its affiliations with payroll and accounting-related businesses and for the principal’s combination of financial planning and accounting credentials, which support consulting for employer clients and pension-related plan work. Offering employee benefit plan advisory services and public educational workshops—services that are less common among similar independent advisors—shapes the firm’s emphasis on serving small-business and plan-sponsor needs.
Client services
Expertise
Occupation focus
Fee options
Project Based Financial Planning fixed fees range from $2,100 to $10,000, negotiable; half due at start, remainder at completion.
$0 - $1,000,000: 0.50% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.50%
$350 per hour for Financial Planning engagements.
Account minimum: No explicit minimum account size for Investment Management Services stated; however, there is a minimum annual fee of $1,200 for Ongoing Financial Planning Services. Minimum fee: $1,200 minimum annual fee for Ongoing Financial Planning Services; minimum fee requirement of $2,100 for Ongoing Financial Planning based on income calculation. Fee-only: Ongoing Financial Planning fees include a $500 upfront charge plus ongoing monthly fee of 1% of total income (based on most recent tax return), minimum $2,100; Project based Financial Planning fixed fees range from $2,100 to $10,000; Hourly Financial Planning fee $350/hour.
Main office
3591 Sacramento Drive Suite 106
San Luis Obispo CA 93401
Advisors at this office
1
Most active in
California · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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