Sierra Pacific Financial Advisors's Form ADV discloses 0.95% on the first $1 million, 0.90% on the next $2 million, 0.85% on the next $2 million, 0.75% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #131738), Sierra Pacific Financial Advisors is subject to fiduciary duty under federal law.
Sierra Pacific Financial Advisors is headquartered in PLEASANTON, CA.
Sierra Pacific Financial Advisors serves 251 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, Sierra Pacific Financial Advisors offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Sierra Pacific Financial Advisors manages $246 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, Sierra Pacific Financial Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓