Dezaree Seeds
Sierra Ocean · Ripon, California
Dezaree Seeds is a fee-only financial advisor at Sierra Ocean in Ripon, California, who holds the CFP credential. Dezaree focuses on small business owners. Sierra Ocean reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Sierra Ocean |
|---|---|
| Based in | Ripon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $544.6M across 568 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5978580 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sierraocean.com |
| Profile |
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Questions about Dezaree
Is Dezaree Seeds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dezaree holds no broker registration, and Sierra Ocean reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dezaree charge for financial advice?
Dezaree's firm, Sierra Ocean, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Dezaree work with clients virtually?
Yes. Sierra Ocean says on its website that it works with clients remotely.
Where is Dezaree Seeds based?
Dezaree Seeds is based in Ripon, California.
What does Dezaree specialize in?
Dezaree's specialties include small business owners. Dezaree works with founders and high earners.
What credentials does Dezaree Seeds hold?
Dezaree Seeds holds the CFP credential.
Is Dezaree Seeds registered with the SEC?
Yes. Dezaree Seeds is registered as an investment adviser representative in CA (CRD 5978580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Ocean manage?
Sierra Ocean reports $544.6M across 568 accounts in assets under management.
How do I contact Dezaree Seeds?
Through Dezaree's website, www.sierraocean.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 Ocean 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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