Spencer Turkal
Sierra Hotel Financial · Temecula, California
Spencer Turkal is a fee-only financial advisor at Sierra Hotel Financial in Temecula, California, who holds the CFP credential. Spencer 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.
Request an introduction to Spencer →
Specialties
Facts
| Firm | Sierra Hotel Financial |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $24.4M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, MD, OH, TX, VA · CRD 7484280 |
| Exams passed | Series 63 (2023) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sierrahotelfinancial.com |
| Profile |
How Spencer's firm compares
- Sierra Hotel Financial's average account is about $121,000, from its Form ADV (assets managed divided by 201 accounts).
Request an introduction to Spencer
Tell Spencer a little about what you're looking for. Spencer 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 Spencer
Is Spencer Turkal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer 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 Spencer charge for financial advice?
Spencer's firm, Sierra Hotel Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Spencer Turkal based?
Spencer Turkal is based in Temecula, California.
What does Spencer specialize in?
Spencer's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Spencer Turkal hold?
Spencer Turkal holds the CFP credential.
Is Spencer Turkal registered with the SEC?
Yes. Spencer Turkal is registered as an investment adviser representative in CA, LA, MD, OH, TX and VA (CRD 7484280), 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 Spencer Turkal?
Through Spencer'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.
See something wrong? Request a correction. Read our methodology.