Anthony Ozuna
Sierra Management Group · Reno, Nevada
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.
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Specialties
Facts
| Firm | Sierra Management Group |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $127.1M across 264 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, TX · CRD 7222427 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sierramgmt.group |
| Profile |
How Anthony's firm compares
- Sierra Management Group's average account is about $481,000, from its Form ADV (assets managed divided by 264 accounts).
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Other advisors in Nevada who focus on estate & legacy planning
Where this information comes from
- SEC adviser records : 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
- Sierra Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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