Peter Thoms
Sierra Wealth Strategies · Coronado, California
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.
Request an introduction to Peter →
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 | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4527390 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sierra-ws.com |
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
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.
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.
See something wrong? Request a correction. Read our methodology.