# Anthony Ozuna

> Anthony Ozuna is a fee-only financial advisor at Sierra Management Group in Reno, Nevada, who holds the CFP credential. Anthony focuses on estate & legacy planning, retirement planning and tax planning. Sierra Management Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-ozuna/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sierra Management Group
- **Based in:** Reno, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $127.1M across 264 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning, Tax planning
- **CRD:** 7222427 (https://adviserinfo.sec.gov/individual/summary/7222427)
- **SEC registration:** Investment adviser representative in NV, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.sierramgmt.group

## Frequently asked questions

### Is Anthony Ozuna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Sierra Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, Sierra Management Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Anthony Ozuna based?

Anthony Ozuna is based in Reno, Nevada.

### What does Anthony specialize in?

Anthony's specialties include estate & legacy planning, retirement planning and tax planning.

### What credentials does Anthony Ozuna hold?

Anthony Ozuna holds the CFP credential.

### Is Anthony Ozuna registered with the SEC?

Yes. Anthony Ozuna is registered as an investment adviser representative in NV and TX (CRD 7222427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sierra Management Group manage?

Sierra Management Group reports $127.1M across 264 accounts in assets under management.

### How do I contact Anthony Ozuna?

Through Anthony's website, www.sierramgmt.group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7222427): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sierramgmt.group/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.