Firm
Sequoia Wealth Management Group
Gardnerville, Nevada
Fee-only
Sequoia Wealth Management Group at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 89 individual clients, 58 of them high net worth.
- Its average account is about $729,000 (assets it manages divided by its 327 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Gardnerville, Nevada |
|---|---|
| Website | sequoiawmg.com |
| Phone | (707) 763-8600 |
Sequoia Wealth Management Group fees
Sequoia Wealth Management Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $238 million |
| Individual clients | 31 |
| High-net-worth clients | 58 |
| Accounts managed | 327 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-119942) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 311268 |
Advisors at this firm (2)
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