# Peter Thoms

> Peter Thoms is a fee-only financial advisor at Sierra Wealth Strategies in Coronado, California, who holds the CFA credential. Peter 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.

Page: https://find.wellspent.co/advisors/peter-thoms/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $370.9M across 550 accounts
- **Credentials:** CFA
- **Specialties:** Sustainable & impact investing, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Early-career professionals
- **CRD:** 4527390 (https://adviserinfo.sec.gov/individual/summary/4527390)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.sierra-ws.com

## Frequently asked questions

### Is Peter Thoms a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?

Peter's firm, Sierra Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Peter Thoms based?

Peter Thoms is based in Coronado, California.

### What does Peter specialize in?

Peter's specialties include sustainable & impact investing, retirement planning, tax planning and estate & legacy planning. Peter works with pre-retirees, retirees and early-career professionals.

### What credentials does Peter Thoms hold?

Peter Thoms holds the CFA credential.

### Is Peter Thoms registered with the SEC?

Yes. Peter Thoms is registered as an investment adviser representative in CA and TX (CRD 4527390), 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 Peter Thoms?

Through Peter's website, www.sierra-ws.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4527390): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sierra-ws.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.