Joseph Fierro
Tamalpais Asset Management · Long Beach, California
Joseph Fierro is a fee-only financial advisor at Tamalpais Asset Management in Long Beach, California. Joseph focuses on estate & legacy planning, real estate investors and small business owners. Tamalpais Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Ultra high net worth
- Real estate investors
- Divorced individuals
- Pre-retirees
Facts
| Firm | Tamalpais Asset Management |
|---|---|
| Based in | Long Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $262.5M across 689 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1309136 |
| Exams passed | Series 63 (1984) · Series 65 (2007) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tamalpaisam.com |
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Questions about Joseph
Is Joseph Fierro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Tamalpais Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Tamalpais Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Fierro based?
Joseph Fierro is based in Long Beach, California.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning, real estate investors and small business owners. Joseph works with tech employees, ultra high net worth, real estate investors, divorced individuals and pre-retirees.
Is Joseph Fierro registered with the SEC?
Yes. Joseph Fierro is registered as an investment adviser representative in CA (CRD 1309136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Tamalpais Asset Management manage?
Tamalpais Asset Management reports $262.5M across 689 accounts in assets under management.
How do I contact Joseph Fierro?
Through Joseph's website, www.tamalpaisam.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
- Tamalpais Asset Management 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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