Sierra Financial Planning & Asset Management

Sierra Financial Planning & Asset Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 9 individual clients, 2 of them high net worth.
• Its average account is about $853,000 (assets it manages divided by its 30 accounts).
• Its website says it's taking new clients.

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Sierra Financial Planning & Asset Management fees

Sierra Financial Planning & Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. 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

Advisors at this firm (1)

• Jack Johnson

  CFP

Other fee-only firms in Roseville

• Sisto Investment Advisory
• ST. Clair Financial
• TriFlame Capital
• Castellan Financial Advisors
• Lynch Financial Advisors
• Olivehurst Advisors LLC
• Process Wealth

Fee-only advisors in California