Sierra Investment Management

Sierra Investment Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 5 advisors are listed here.
• Its Form ADV reports 34 employees and 294 individual clients, 101 of them high net worth.
• Its average account is about $475,000 (assets it manages divided by its 759 accounts).

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

Facts

Sierra Investment Management fees

Sierra Investment Management 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

Advisors at this firm (5)

• David Wright

• Gira Patel

• Kenneth Sleeper

• Marshall Quan

• Nathan Brummel

Other fee-only firms in Santa Monica

• Silicon Beach Financial
• Victus Capital Wealth
• Wellacre Global Wealth Advisors
• Cycle Financial Planning
• Five Oceans Advisors
• Guttman Financial Planning
• MB Blue GP
• Mcdonald Hartman Wealth Advisors

Fee-only advisors in California