Donald Debernardi
Sierra Asset Management · Oakhurst, California
Donald Debernardi is a fee-only financial advisor at Sierra Asset Management in Oakhurst, California, who holds the CFP credential. Donald focuses on retirement planning and estate & legacy planning. Sierra Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sierra Asset Management |
|---|---|
| Based in | Oakhurst, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $462.3M across 1,758 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4929196 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sierraam.com |
| Profile |
How Donald's firm compares
- Sierra Asset Management's average account is about $263,000, from its Form ADV (assets managed divided by 1,758 accounts).
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Questions about Donald
Is Donald Debernardi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Sierra Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Sierra Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Debernardi based?
Donald Debernardi is based in Oakhurst, California.
What does Donald specialize in?
Donald's specialties include retirement planning and estate & legacy planning.
What credentials does Donald Debernardi hold?
Donald Debernardi holds the CFP credential.
Is Donald Debernardi registered with the SEC?
Yes. Donald Debernardi is registered as an investment adviser representative in CA and TX (CRD 4929196), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Asset Management manage?
Sierra Asset Management reports $462.3M across 1,758 accounts in assets under management.
How do I contact Donald Debernardi?
Through Donald's website, www.sierraam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Other advisors in California who focus on retirement 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 Asset Management 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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