Chaz Fahrner
Sierra Wealth Strategies · San Diego, California
Chaz Fahrner is a fee-only financial advisor at Sierra Wealth Strategies in San Diego, California, who holds the CFP credential. Chaz focuses on sustainable & impact investing, retirement planning and tax planning. Sierra Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
Facts
| Firm | Sierra Wealth Strategies |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $370.9M across 550 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6245832 |
| Exams passed | Series 63 (2018) · Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sierra-ws.com |
| Profile |
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Questions about Chaz
Is Chaz Fahrner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chaz holds no broker registration, and Sierra Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chaz charge for financial advice?
Chaz's firm, Sierra Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chaz Fahrner based?
Chaz Fahrner is based in San Diego, California.
What does Chaz specialize in?
Chaz's specialties include sustainable & impact investing, retirement planning, tax planning and estate & legacy planning. Chaz works with pre-retirees, retirees and early-career professionals.
What credentials does Chaz Fahrner hold?
Chaz Fahrner holds the CFP credential.
Is Chaz Fahrner registered with the SEC?
Yes. Chaz Fahrner is registered as an investment adviser representative in CA (CRD 6245832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Wealth Strategies manage?
Sierra Wealth Strategies reports $370.9M across 550 accounts in assets under management.
How do I contact Chaz Fahrner?
Through Chaz's website, www.sierra-ws.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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 Wealth Strategies 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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