# Jacob Rodriguez

> Jacob Rodriguez is a fee-only financial advisor at Sierra Pacific Private Wealth in Pleasanton, California. Sierra Pacific Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-rodriguez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sierra Pacific Private Wealth
- **Based in:** Pleasanton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $245.9M across 294 accounts
- **CRD:** 8180304 (https://adviserinfo.sec.gov/individual/summary/8180304)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.sierrapacificpw.com/

## Frequently asked questions

### Is Jacob Rodriguez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Sierra Pacific Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, Sierra Pacific Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jacob Rodriguez based?

Jacob Rodriguez is based in Pleasanton, California.

### Is Jacob Rodriguez registered with the SEC?

Yes. Jacob Rodriguez is registered as an investment adviser representative in CA (CRD 8180304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sierra Pacific Private Wealth manage?

Sierra Pacific Private Wealth reports $245.9M across 294 accounts in assets under management.

### How do I contact Jacob Rodriguez?

Through Jacob's website, www.sierrapacificpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8180304): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.