Jack Johnson
Sierra Financial Planning & Asset Management · Roseville, California
Jack Johnson is a fee-only financial advisor at Sierra Financial Planning & Asset Management in Roseville, California, who holds the CFP credential. Jack charges a flat fee or retainer and an ongoing planning fee and focuses on retirement planning.
Request an introduction to Jack →
Specialties
Facts
| Firm | Sierra Financial Planning & Asset Management |
|---|---|
| Based in | Roseville, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $25.6M across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4636720 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sfplan.com |
| Profile |
How Jack's firm compares
- Sierra Financial Planning & Asset Management's average account is about $853,000, from its Form ADV (assets managed divided by 30 accounts).
Request an introduction to Jack
Tell Jack a little about what you're looking for. Jack isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jack
Is Jack Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Sierra Financial Planning & Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack charges a flat fee or retainer and an ongoing planning fee.
Where is Jack Johnson based?
Jack Johnson is based in Roseville, California.
What does Jack specialize in?
Jack's specialties include retirement planning.
What credentials does Jack Johnson hold?
Jack Johnson holds the CFP credential.
Is Jack Johnson registered with the SEC?
Yes. Jack Johnson is registered as an investment adviser representative in CA (CRD 4636720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Financial Planning & Asset Management manage?
Sierra Financial Planning & Asset Management reports $25.6M across 30 accounts in assets under management.
How do I contact Jack Johnson?
Through Jack's website, sfplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Roseville
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 Financial Planning & 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.
See something wrong? Request a correction. Read our methodology.