Jacob Rodriguez
Sierra Pacific Private Wealth · Pleasanton, California
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.
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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 | $245.9M across 294 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8180304 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sierrapacificpw.com |
How Jacob's firm compares
- Sierra Pacific Private Wealth's average account is about $836,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pleasanton
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
- 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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