Jefferson Rotherham
Sierra Wealth Strategies · Coronado, California
Jefferson Rotherham is a fee-only financial advisor at Sierra Wealth Strategies in Coronado, California, who holds the CFP credential. Jefferson focuses on sustainable & impact investing, retirement planning and tax planning. Sierra Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
Facts
| Firm | Sierra Wealth Strategies |
|---|---|
| Based in | Coronado, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $370.9M across 550 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6355070 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sierra-ws.com |
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Questions about Jefferson
Is Jefferson Rotherham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jefferson holds no broker registration, and Sierra Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jefferson charge for financial advice?
Jefferson's firm, Sierra Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jefferson Rotherham based?
Jefferson Rotherham is based in Coronado, California.
What does Jefferson specialize in?
Jefferson's specialties include sustainable & impact investing, retirement planning, tax planning and estate & legacy planning. Jefferson works with pre-retirees, retirees and early-career professionals.
What credentials does Jefferson Rotherham hold?
Jefferson Rotherham holds the CFP credential.
Is Jefferson Rotherham registered with the SEC?
Yes. Jefferson Rotherham is registered as an investment adviser representative in CA (CRD 6355070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Wealth Strategies manage?
Sierra Wealth Strategies reports $370.9M across 550 accounts in assets under management.
How do I contact Jefferson Rotherham?
Through Jefferson's website, www.sierra-ws.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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 Wealth Strategies 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.
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