Sierra Pacific Private Wealth, LLC

Sierra Pacific Private Wealth, LLC at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 7 employees and 290 individual clients, 251 of them high net worth.
• Its average account is about $836,000 (assets it manages divided by its 294 accounts).

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

Facts

Sierra Pacific Private Wealth, LLC fees

Sierra Pacific Private Wealth, LLC 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 (3)

• Jacob Rodriguez

• Janet Wan

  CFP · CPFA

• Tu Nguyen

  CFP

Other fee-only firms in Oakland

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• Wealth-Source Financial
• Balance Financial Planning, LLC
• Contango Wealth Management
• Curtis Financial Planning, LLC
• Ella Financial Advising LLC
• Financial Avengers
• Financially Healthy

Fee-only advisors in California