# Janet Wan

> Janet Wan is a fee-only financial advisor at Sierra Pacific Private Wealth, LLC in Oakland, California, who holds the CFP and CPFA credentials. Sierra Pacific Private Wealth, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/janet-wan/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sierra Pacific Private Wealth, LLC
- **Based in:** Oakland, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $245.9M across 294 accounts
- **Credentials:** CFP, CPFA
- **CRD:** 4537792 (https://adviserinfo.sec.gov/individual/summary/4537792)
- **SEC registration:** Investment adviser representative
- **Exams passed:** Series 65 (2002), Series 63 (2004)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://sierrapacificpw.com

## Frequently asked questions

### Is Janet Wan a fee-only financial advisor?

Yes. Janet Wan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Janet's firm.

### How does Janet charge for financial advice?

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

### Where is Janet Wan based?

Janet Wan is based in Oakland, California.

### What credentials does Janet Wan hold?

Janet Wan holds the CFP and CPFA credentials.

### Is Janet Wan registered with the SEC?

Yes. Janet Wan is registered as an investment adviser representative (CRD 4537792), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

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

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

### How do I contact Janet Wan?

Through Janet's website, sierrapacificpw.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5525): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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