Mayra Meza
Sierra Ocean · Ripon, California
Mayra Meza is a fee-only financial advisor at Sierra Ocean in Ripon, California. Mayra focuses on small business owners. Sierra Ocean reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Sierra Ocean |
|---|---|
| Based in | Ripon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $544.6M across 568 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7693192 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sierraocean.com |
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Questions about Mayra
Is Mayra Meza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mayra holds no broker registration, and Sierra Ocean reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mayra charge for financial advice?
Mayra's firm, Sierra Ocean, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Mayra work with clients virtually?
Yes. Sierra Ocean says on its website that it works with clients remotely.
Where is Mayra Meza based?
Mayra Meza is based in Ripon, California.
What does Mayra specialize in?
Mayra's specialties include small business owners. Mayra works with founders and high earners.
Is Mayra Meza registered with the SEC?
Yes. Mayra Meza is registered as an investment adviser representative in CA (CRD 7693192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Ocean manage?
Sierra Ocean reports $544.6M across 568 accounts in assets under management.
How do I contact Mayra Meza?
Through Mayra's website, www.sierraocean.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 Ocean 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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