Janet Wan
Sierra Pacific Private Wealth, LLC · Oakland, California
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.
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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 | $245.9M across 294 accounts |
| Credentials | CFP · CPFA |
| SEC registration | Investment adviser representative · CRD 4537792 |
| Exams passed | Series 65 (2002) · Series 63 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | sierrapacificpw.com |
| Profile |
How Janet's firm compares
- Sierra Pacific Private Wealth, LLC's average account is about $836,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Janet
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Oakland
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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