Joseph Turkal
Sierra Hotel Financial · Triangle, Virginia
Joseph Turkal is a fee-only financial advisor at Sierra Hotel Financial in Triangle, Virginia. Joseph focuses on retirement planning, tax planning and estate & legacy planning. Sierra Hotel Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sierra Hotel Financial |
|---|---|
| Based in | Triangle, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $24.4M across 201 accounts |
| SEC registration | Investment adviser representative in CA, LA, MD, OH, TX, VA · CRD 7717149 |
| Exams passed | Series 63 (2023) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sierrahotelfinancial.com |
How Joseph's firm compares
- Sierra Hotel Financial's average account is about $121,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Joseph
Is Joseph Turkal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Sierra Hotel Financial 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, Sierra Hotel Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Turkal based?
Joseph Turkal is based in Triangle, Virginia.
What does Joseph specialize in?
Joseph's specialties include retirement planning, tax planning and estate & legacy planning.
Is Joseph Turkal registered with the SEC?
Yes. Joseph Turkal is registered as an investment adviser representative in CA, LA, MD, OH, TX and VA (CRD 7717149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Hotel Financial manage?
Sierra Hotel Financial reports $24.4M across 201 accounts in assets under management.
How do I contact Joseph Turkal?
Through Joseph's website, sierrahotelfinancial.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 Hotel Financial 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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